Where Are They Now?

Where Are They Now?

We caught up with a few of our Helping Hands Scholarship winners from previous years and wanted to know what they were up to today.  We are pleased to share with you some excerpts from their comments. 

How we are providing a helping hand.

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.

Connecting with our new partners.....

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.