Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

  • Masters, Education, University of Minnesota, Minneapolis, MN
  • Bachelors, Foundations of Education, University of Minnesota, Minneapolis, MN

Awards & recognition

  • OakHeart Financial Group, Forbes Best-in-State Wealth Management Teams, 2024, 2025
  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • OakHeart Financial Group, Client Relationship Manager, Charlottesville, VA, 2020-2021
  • OakHeart Financial Group, Business Development Manager, Charlottesville, VA, 2021-2025

Community participation

Holly and OakHeart Financial Group volunteer at least quarterly at the Blue Ridge Area Food Bank.
Holly and OakHeart Financial Group volunteer at least quarterly at the Blue Ridge Area Food Bank.
  • Ronald McDonald House of Charlottesville
  • Meals on Wheels of Albemarle County
  • Blue Ridge Area Food Bank
  • First Tee- Virginia Blue Ridge
  • Feeding Greene
  • Shalom Farms

Interests

Most weeks when I am not at work, you'll find me cheering on a soccer sideline, singing in the car line while chauffeuring my teenager or running in the early morning with friends. In my free time I enjoy listening to live music, attending open mic standup comedy, volunteering in the community and having happy hour with friends. When it's finally time to get away from it all, I love to travel to new places, preferably warm places!