

Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Hockey
- Cycling
- Hunting
- Football
- Spending Time with Family
Team Members
Julia Reno HolmanBranch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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