Registered Client Associate
Happy clients… that is what keeps Holly focused! She wants 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 44 Wealth. With a background in sales/marketing and finance, plus five years of experience as a Client Associate with Blaine at Merrill, Holly is an integral part of the 44 team.
Her colleagues describe her as instinctive with clients, and a good listener with a well-timed sense of humor.
Outside of work, Holly enjoys time with her husband, Armando, and two teenage sons. She loves the outdoors and staying active, including hiking, gardening, cooking, and going to concerts.
Education + License
- BA in Finance, Oregon State University
- SEC Series 66