Financial Planning Assistant
Joined SLW: 2017
Specialties: Product Knowledge, Investment Management, Research
Education: Bachelor of Science, Oklahoma State University
Holly has experience working as a Financial Advisor in St. Louis before moving back to the Tulsa area. She enjoys assisting Steve with client's investment concerns and helping to maximize their assets in order to pursue their financial goals. Holly loves her faith, family, and friends. She also enjoys travel, books, and decorating.