Holly Casady is a Client Service Associate (CSA) supporting our advisor group, managing client communications, processing account requests, and ensuring smooth day-to-day operations. She brings industry experience in assisting Advisors and clients, delivering a seamless client experience while enabling advisors to focus on strategic planning and relationship building. Holly is a valuable addition to the CSA team and manages various process development projects.
Holly grew up in Grand Rapids and now resides in the Livonia area. In her free time, she enjoys reading (science fiction is her favorite), practicing yoga, walking, cooking, playing board/card games, and has a passion for music, animals, and the ocean.
Holly grew up in Grand Rapids and now resides in the Livonia area. In her free time, she enjoys reading (science fiction is her favorite), practicing yoga, walking, cooking, playing board/card games, and has a passion for music, animals, and the ocean.