This scholarship was founded by the six HollisWealth ® advisors (as above) in 2014 – Deborah Kohlsmith, Kelly Wood, Gary Elder, Alfred Redman, Shane Nixon and Kimberly Seipt in partnership with the management team at HollisWealth.
In addition to all the work involved in the transition over the last six months we have begun an extensive review of our investment research process together. We have been working with partners to maximize technology and new research tools for our clients. The conference gave us a great chance to brainstorm and share ideas to make your experience with us even better.
Our anticipation is that through our website you will come to know and understand our passion for helping our clients succeed on a both a personal and a professional level.
We've all experienced it in many aspects of our lives, some more often than others. Especially when it comes to things we don't want to do, or don't know how to do - we simply put it off.
In the spring of 2015, we embarked on a quest to look for a new, more professional office location for our clients.