Holly Gray

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 earned a Bachelor of Science degree in general business from Missouri State University. A native of Springfield, Missouri, Holly resides in Nixa, Missouri, with her husband and their two boys. She loves camping with her family at the lake, cooking, and reading. Holly serves on the Board of Directors for Ozarks Food Harvest and is a director with the Greene County Estate Planning Council.