Meet Holly

Holly brings a strong commitment to details, data integrity and improving workflow efficiencies to PW’s position of Director of Operations and Data Management. Holly is genuinely dedicated to understanding and meeting the needs of every Pinnacle Wealth relationship. Her longstanding understanding of the industry as well as her commitment to high-integrity work is invaluable to families we serve and our Pinnacle Wealth team.

Holly’s vision of True Wealth encompasses quality time with her family and trips to the beach or anywhere warm as consistently as possible.