Holly believes that every client has a story, and that understanding those stories is one of the most important parts of serving them well.
As a member of the client service team, Holly enjoys building relationships with clients, learning what matters most to them, and helping create a positive experience throughout their relationship with Harvey Investment Management. She is passionate about providing thoughtful support and personal attention to ensure clients feel valued.
Before joining Harvey, Holly's background in education taught her the importance of listening, asking thoughtful questions, and meeting people where they are. Those experiences continue to shape her approach today. She believes meaningful relationships are built over time and through genuine care, trust, and follow-through.
One lesson that has stayed with her throughout her career is that even small gestures can have a lasting impact. She strives to approach every interaction with kindness, integrity, and a commitment to helping others.
Holly was drawn to Harvey Investment Management because of the team's commitment to putting clients first, building lasting relationships, and operating with integrity. Having known Brad Harvey since childhood, she has witnessed firsthand the values that continue to shape the practice today. She believes Harvey stands apart because of the genuine care, loyalty, and dedication each team member brings to serving clients and their families.
One area of particular passion for Holly is helping women build confidence around financial decisions. She believes financial education can be empowering and appreciates Harvey's commitment to meeting people where they are, helping them gain knowledge, confidence, and greater control over their financial future.
Outside of the office, Holly enjoys spending time with her husband, their two adult children, Tyson and Haley, and their three beloved Yorkies, Raven, Newt, and Violet. When she's not working, you'll often find her jet skiing, glamping, or gathering with family for a game of Dungeons and Dragons.
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Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
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