Meet Holly
Holly is a Sr. Wealth Advisor, based in Mercer Advisors Springfield, Missouri office. She joined the firm in 2022 through the acquisition of Heim Young and Associates where she was a Partner and served for 18 years. Heidi earned a B.S. degree in general business from Missouri State University. She is a CERTIFIED FINANCIAL PLANNER® professional.
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
Sr. Wealth Advisor, Sr Director
What Holly Says
Brent has been a good mentor over the years and I always appreciate his feedback and guidance.
Blake Parker
Financial Planner
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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