Holly R McCreight

Simple, peaceful and easy are not often words surrounding personal finance. More likely, you've experienced fear, stress and feeling overwhelmed. My goal as your future financial advisor is to change your perspective from the latter to the former. My goal is to empower you to ditch your fear and embrace your future.

I come with a unique perspective and disposition and my favorite part of my job as your future advisor is educating clients such as yourself. My goal is to create an environment where we can take the complex and often overwhelming financial decisions in your life and streamline strategies to create simple solutions tailored to you and your goals.

In our appointments, we will discuss how to make that dream vacation a reality. Or perhaps you dream of one day supporting your child's future by paying for their college education. Maybe you're saving with retirement in mind. Whatever your goals are, I use an established process to build personalized strategies to help you achieve your goals.

Let's schedule a meeting or grab a cup of coffee. I'd love to sit down with you to understand what's most important to you. As your future advisor, together we can craft a strategy to prioritize what makes the most sense right now. As life shifts into new seasons, I will partner with you to keep you on track. And of course, to celebrate all the victories, big or small! Not only are finances and helping others a passion for me, but educating and encouraging my clients are the most rewarding aspect of my career.

I'm honored to be a part of Edward Jones, an organization which has already established a lasting legacy and upholds strong values. As a client, I hope you'll experience the same feelings of warmth, generational impact, worth and value as we partner together to meet your financial goals.