A valuable resource for independent advisors.
Holli has extensive experience with strategic marketing, branding, event planning, and relationship management. Although she has consulted for a variety of industries, Holli prefers the challenge of finding solutions to the unique obstacles that face advisors in the financial services industry.
For more than ten years, she has partnered with broker dealers, advisory firms, and independent advisors to assist them with identifying and implementing their strategic marketing initiatives. Holli has a passion to serve others and help them to succeed.
Holli shares her passion to help others in her personal life by serving as a women’s ministry leader at Oakwood Church in Saline. Additionally, Holli and her daughter are working towards their orange belts in Choi Kwan Do martial arts. A lifelong athlete, Holli co-founded the Grand Valley State University figure skating team during her time at the school.