Hollis provides financial, retirement, and wealth management services to
her clients. She specializes in helping people navigate major life
transitions including divorce, the loss of a spouse, and preparing for
retirement.
As a Certified Divorce Financial Analyst (CDFA), Hollis firmly believes in
building a support team of divorce professionals including attorneys,
mediators, and therapists that can help her clients make the best
decisions during these emotional times. As a child of divorced parents,
Hollis witnessed firsthand the consequences when sound financial
decisions are not made.
Hollis is certified in both mediation and collaborative divorce and this
allows her to help her clients understand their short and long-term
settlement options. Her top priority is to provide her clients with a clear
financial plan. This way, each client is given a direct path to financial
independence and success.
Through Divorce Resource of CT, Hollis provides monthly divorce
workshops to help women navigate the complicated process of
separation and divorce.
Hollis grew up in Fairfield, CT and now splits her time between Fairfield,
CT and Palm City, FL. In her free time, she enjoys spending time with her
husband and extended family, walking her two dogs, and playing tennis.
Certifications
Series 7 – General Securities Representative*
Series 66 – Uniform Combined State Law Examination*
Series 65 –Uniform Investment Advisor registrations*
Life, Accident and Health Insurance License
Long-Term Care Certified by the state of Connecticut