Holly joined Crescendo Wealth Management in June of 2023 as a Client Relationship Specialist. She brings 12 years of industry experience gained through client services roles at two independent financial services firms.
Holly believes that communication, organization, and attention to detail are key elements to provide clients with the best experience possible. She enjoys working with clients and assisting financial advisors on clients’ financial planning needs. Her years of industry experience taught her that efficiency and consistency within the office provides superior client service, and she looks forward to applying that knowledge to our office services.
Born and raised in southern Wisconsin, Holly currently calls West Bend her home. In her free time, Holly enjoys camping, going up north, gardening, spending time with her family and friends, her son Landon and her dog, Stella.