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Holden Varvel

Holden Varvel

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
  • Working towards earning his Series 65 Investment Advisor Representative
Holden was born and raised in Ohio, and after spending his college years in Tennessee, returned to Cincinnati with his wife. They live in Sycamore Township, and love exploring the city, staying active, and serving in their church.
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
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