Dear Clients and Friends,
Thanks in large part to introductions from our clients, we have been blessed with a steady growth of new clients. To support our growth and maintain an extra-mile service in our comprehensive services, we are excited to announce the hiring of Holden Varvel who joined our team as an Associate Wealth Advisor last month.
In his role, Holden will become an integral part of our client service team in providing solutions and support to client service requests as well as meeting preparation and follow-ups. He will also support the financial planning team by preparing retirement cash flow projections, tax analysis, college funding projections, insurance reviews, as well as other comprehensive planning analysis or needs.
Prior to joining the firm, Holden helped clients with tax, life insurance, payroll and bookkeeping solutions. He earned his BSBA in International Business from Lee University and is studying for the series 65 Investment Advisor Representative license. We invite you to review his and other team member profiles here.
Holden is an Ohio native who returned home after spending his college years in Tennessee, where he met his wife, Brooke. He and Brooke live in Sycamore Township and love exploring the city, staying active, and serving in their church.
As we grow, it’s important that we keep our family-like culture and that’s why we’re excited to have Holden join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
