Holly joined Box Financial Advisors in April of 2024 as a client service associate.
In 2020, Holly earned an Economics degree from the University of Wisconsin–Madison and began her career in the financial industry. She quickly learned that she has a passion for helping others by building strong client relationships and delivering exceptional service.
In her free time, Holly finds joy in traveling to reconnect with loved ones, particularly to her hometown in Southern California. She is also an avid bike rider who spends her weekends exploring the many trails the Twin Cities has to offer.
Holly is the main point of contact for all of Chris Hasling and Matthew Bearth’s clients and will assist with any client service needs. Her primary responsibilities include:
- Fostering Exceptional Client Relationships
- Facilitating Service Needs – initiating new accounts, check requests, address changes, changes to beneficiary designations and many other similar requests.
- Scheduling of Appointments
- Maintaining Client Records
In addition to her client service associate duties, Holly serves as the primary coordinator of the firm's client events. Should you have any questions about the firm's client events, please feel free to contact Holly.
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.