Holly is a relationship manager with a background in counseling. She strives to connect with her clients on a personal level, helping them establish and achieve important goals.

Holly has worked in the financial services industry since 2012. She previously served as a relationship manger at Citi Personal Wealth Management and First Republic Bank. Prior to joining the financial services industry, Holly provided crisis management counseling in her hometown of Monterey, CA.

She holds a B.A. in psychology from San Francisco State University.

Holly lives in Charlestown, MA, with her husband and two daughters. She enjoys exploring New England and visiting friends and family on the West Coast.