Holly originally started at Equity Concepts 2006 years ago as an assistant for Kenny Elkins. In 2015, she became an account manager on the firm’s processing department, and in 2016, she took on the role of director of the team for the next seven years. During that time, Holly developed the processes to help advisor teams service their clients and transition in new business. She also served on the leadership team at Equity Concepts, working with fellow directors to develop and manage the firm’s day-to-day activities. She joined Alan Dole and Kenny Elkins’ team in 2022 and works with Charlon Wade in serving clients along their financial journey.
Holly is married to Kevin and they have three sons: Davis, Noah, and Chase. Davis and Noah are each married, so Holly has been blessed to have two daughters-in-law, Bambi (Davis) and Lindsey (Noah), join their family. Holly and Kevin are grandparents to a precious (and in her opinion, perfect) grandson, Barrack.