Happy clients… that is what keeps Holly focused! She strives to have clients who are happy, not only with their financial results, but also thrilled with the communication they receive and the strong relationship they have with each member of the 44 Wealth Team. With a background in sales/marketing and finance, and almost eight years of experience as a Registered Client Associate, Holly is an integral part of the 44 Team.

In 2022, Holly earned her Certified Divorce Financial Analyst®. The purpose of the CDFA® program is to educate professionals on the financial aspects of divorce, including the short and long-term impact of proposed/finalized divorce settlements. Financial professionals with this designation are able to work in conjunction with divorce attorneys to help individuals understand the impact and differences between various divorce settlement options. Holly is ready to be a resource for individuals who are going through a divorce or have received a divorce settlement and are not sure how to navigate their new financial picture. While the course targets divorce-related financial situations, Holly envisions the education and training will also be invaluable to our clients with financial conversations prior to a marriage/partnership. Holly expects her training to also be useful in conversations with our clients when a distribution of assets is required upon a life event.

Her colleagues describe her as instinctive with clients’ needs, diligent, and a good listener with a well-timed sense of humor.

Outside of work, Holly enjoys time with her husband, Armando, and their two young adult sons. She loves the outdoors and stays active with hiking, gardening, cooking, and going to concerts.

Education + License

• BA in Finance, Oregon State University
• SEC Series 66