As a Wealth Advisor and Principal at Bartlett, Holly provides investment management and financial planning services to high net worth individuals and their families, foundations, endowments and nonprofit organizations.
As a yoga enthusiast who leads the occasional class at Bartlett, Holly understands the power of quiet reflection — even if it is a luxury in her own life as a new parent. Her working approach centers on taking advantage of life’s big changes as a chance to look at the big picture.
A passionate champion for education, Holly volunteers on the finance committee for the DCCH Center for Children & Families, an organization that provides residential treatment in overcoming emotional and behavioral challenges.
“Witnessing a client’s win is what I love most about my job — whether it’s retiring successfully, paying for college, passing on wealth to loved ones, or simply enjoying life to the fullest. When you work closely with someone, you learn what drives them. Seeing that pay off is very special.”