1224 West Wooster Street
To better serve clients Holly belongs to the following organizations to keep him updated on the best products, processes, and changes in the financial world.
National Association of Insurance and Financial Advisors
Vision StatementThe National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
Our Mission Advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for agents and called upon members to grow their knowledge while following the highest ethical standards in the industry.
APFA is the industry’s leading and most respected provider of comprehensive practice management solutions for financial advisors.
Our MissionThe Academy of Preferred Financial Advisors helps our members achieve the vision they have for their practice through educating them on how to increase their overall production while managing their practice in an efficient and time effective manner.
Members of the Academy are part of an exclusive group of dedicated individuals and practices that offer the highest level of financial advice and service for their clients.
Our MissionTo be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. Advisors must qualify to be a member. – 4 Qualifying Years
* Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.