Formerly a teller lead at PNC Bank, Holly’s love for working with people and helping them meet their financial goals led her to the financial advisory industry. In 2022, she joined C.E. Wealth Group, bringing her unique skill set and passion to our team.
In her role as an administrative assistant, Holly’s attention to detail shines. Her greatest strength lies in her organizational skills; there’s never a detail missed or a reminder forgotten. She gets great satisfaction helping clients realize their financial aspirations and being part of a team that helps create amazing retirements.
Holly lives in Franklin, North Carolina, with her husband Trevor, their daughter Teagan, and the family’s two dogs, Timber and Flynn. Having moved to Franklin in 2014, she’s embraced the outdoorsy lifestyle it offers. Whether it’s camping, kayaking, hiking or gardening, Holly enjoys every moment spent outside with her family and friends.