Holly brings more than 30 years of client service experience to our team. She is responsible for ensuring our clients receive a high quality, personalized experience. Holly provides fundamental support in all phases of client service, client relationship building, and portfolio maintenance. She also serves as a notary to assist clients with their needs.
Holly has worn many hats in her professional life, including client support, business analysis, and data management, but her favorite hat is “creative problem solver.” She wears this hat as needed to provide the best resolution to the challenge at hand.
Holly enjoys baking, playing games with friends and family, and singing in community choirs
in her spare time.
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
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