Holly Harvey | Director of Operations and Client Relations
If you've ever called Harvey Investment Management with a question or needed help navigating a situation, there's a good chance you've met or worked with Holly Harvey.
Holly leads the practice’s client service efforts and helps ensure every client receives attention and responsiveness. She believes great service comes down to clear communication, keeping your word, and finding the right solution, not just the quickest one.
Before joining Harvey, Holly built a career in customer service and developed a reputation for solving problems and keeping things moving behind the scenes. She has a knack for data, reporting, and process improvement. Give her a spreadsheet, a challenge to untangle, or a client issue to resolve, and she's right at home.
Interestingly, Holly's introduction to financial services and working with Harvey Investment Management began when she was a client herself. That experience helped her appreciate the value of financial education and having trusted professionals in your corner. Today, she's especially passionate about helping people feel comfortable asking questions and gaining confidence.
What Holly enjoys most about her role is relationships. She sees clients as partners, not account numbers, and takes pride in being part of a team that genuinely knows the families it serves. She also considers it a privilege to work alongside her brother, Brad.
Originally from a military family, Holly spent much of her childhood moving before eventually settling in Kansas. After attending Brigham Young University and spending many years in Utah, she relocated to Colorado Springs to be closer to family.
Outside the office, Holly enjoys spending time with family and friends, sharing good food, games, and plenty of laughter. She also volunteers regularly through her church.
Ask Holly what makes Harvey different, and she'll tell you: "We know our clients, and they know us." That's exactly how she wants every client relationship to feel.
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HTA Client Relationship Summary
HTS Client Relationship Summary
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
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