I'm often asked: "What do you do?"
My answer: "I Simplify Financial Lives."

That is an all-encompassing term for how we steward those we serve: their families, their assets (both money and time), as well as planning for whatever is most important to them. You want advice that is easy to understand, focused on what's important, and takes into account more than just the assets you've worked so hard for.

Who am I? What makes me......well.... me?
* Lucky husband of Justine Larue Holland
* Proud father of Lily (17), Bella (13), and Lucy (11)
* Early Responder, UMCOR and CAP
* Supply Pastor for UMC
* Financial Advisor and Limited Partner (12 years), Edward Jones Investments

What are some of my professional highlights?
* Key Leader, Leadership team, Performance Team, Coach, Mentor, Field Trainer - Region 11
* Instructor, Developing Leadership Presence - Edward Jones
* Facilitator, Emerging Leader Program - Edward Jones
* Bachelors Degree, Gatton School of Business, University of Kentucky
* AAMS® Professional Designation, College for Financial Planning

How do I give back to the community I love?

* Admissions Committee, Rural Physicians Leadership Program
* Founder/Teacher, NEXT Program- Rowan County High
* Exec Board (EB) member, Optimist Club of Morehead
* Founder/Director, New Hope Discipleship Ministries
* EB member Secretary, Frontier Housing
* Administrative Council, Morehead United Methodist Church
* EB, Morehead-Rowan County Airport Board

Past Highlights of service:
* Past President and EB, Chamber of Commerce
* Past President, current EB, Habitat for Humanity
* Founder and Emeritus, Rowan County Community Fund
* Founder, Our Foundation for Morgan County
* Past President, Morehead Mens Club
* Past President, New City Morehead
* Former EB member, Boy Scouts of America, Bluegrass Council

We are here for you and yours, ready to serve. Give us a call to let us help you Simplify Your Financial Life with people who care about more than just your money.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Outdoor Enthusiast
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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