Meet Holly
Holly has been helping individuals grow and preserve wealth for more than 20 years. Her expertise allows her to develop customized financial plans for clients, which include retirement planning, investment management, estate planning, tax planning, and risk management.
Holly’s passion is driven by her relationships with clients and her desire to help families plan for a successful retirement. She started her career with Heim Young & Associates in 2001 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2012. Holly later became a partner at the firm, where she assisted with servicing and advising clients, marketing efforts, and managerial tasks. The firm joined Mercer Advisors in 2022.
Holly’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Holly has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
Her working style
Holly is known for her attention to detail, empathy and compassion towards others, and her ability to help guide clients through financial decisions. Her clients’ trust is not something she takes lightly. She is a good listener and values collaboration with clients.
Holly in real life
What keeps you busy outside of work?
My husband and two kids keep me busy. We love to camp, spend time at the lake, and travel. I also enjoy cooking and a good book.
How do you give back?
I am a current board member for Ozarks Food Harvest.
Why do you like working at Mercer Advisors?
The Mercer Advisors approach very much aligns with my long held dedication to providing a comprehensive solution to fit my clients’ needs.
Holly’s snapshots
Meet Holly’s Teammates
Amanda Reed
Sr. Manager, Client Service
What Holly Says
Amanda and I work side-by-side with clients. She is always professional and I know I can depend on her to provide excellent customer service. She is always willing to lend a helping hand to others and I am lucky to have her on our team.
Brent Singleton
Partner
What Holly Says
Brent has been a good mentor over the years and I always appreciate his feedback and guidance.
Blake Parker
Wealth Advisor
What Holly Says
Blake is a great team member and helps me with preparation for client meetings. He is efficient and I always appreciate his attention to detail.
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