Holly serves as an Associate Advisor and Behavioral Finance Specialist at Legacy, bringing a unique background in education, nonprofit leadership and financial planning to her work with clients.

A former math teacher and nonprofit leader, Holly is passionate about helping people understand not only the numbers behind their financial decisions, but also the behaviors, priorities and goals that shape them. Her approach combines holistic financial planning with an emphasis on helping clients connect their money to what matters most in their lives.

Holly is currently pursuing her master’s degree in financial planning as she continues building her expertise and working toward earning the CFP® certification. She brings a natural ability to build relationships, explain complex concepts clearly and thoughtfully support clients as they make important financial decisions.

At Legacy, Holly works alongside our advisory team to help create personalized financial plans and an exceptional experience for the individuals and families we serve.