Holden serves as an Associate Wealth Advisor for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in late 2019. Holden also supports clients with various administrative tasks and problem solving to make client lives a little easier.
Prior to joining the firm, Holden helped clients with tax, life insurance, payroll and bookkeeping solutions. Holden’s credentials include:
- BSBA in International Business from Lee University
- Licensed Series 65 Investment Advisor Representative
Holden was born and raised in small-town Ohio, and after spending his college years in Tennessee, returned to Cincinnati with his wife. They live in Sharonville, and love exploring the city, finding new coffee shops and staying active. When not working or studying, Holden can be found serving in church, going on hikes with his wife and daughter and cheering on the Ohio State Buckeyes.