Holly joined our firm in September 2016. She graduated from the University of Wisconsin-River Falls where she earned a Bachelor of Science degree in Business Administration with an emphasis in Finance and also a Bachelor of Science degree in Accounting. She also holds FINRA series 7 and 66 licenses, as well as Health and Life Insurance licenses.
Holly is proficient in QuickBooks and has helped many small businesses set up and maintain their accounting system. She also works with individuals and families to create financial budgets and tax-smart financial strategies.