Trusted money management and sophisticated financial planning for families and institutions.
AIF®, AAMS®, CWA®, QPFC®
Director, Financial Advisor
Vice President, Financial Advisor
Senior VP, Financial Advisor
At the Estes Holland Group, we specialize in the complex issues facing high net-worth families. We know that life isn’t just about accumulating assets, and that wealth is more than money. Whatever your needs are, we have the experience, team, and network needed to address any of our your financial (and many nonfinancial) challenges. Following through on a plan can be the hardest part of building success, so our process is centered around implementing the strategy you need to be successful – we will roll up our sleeves to make sure you can continue to focus on what matters most to you, and provide the financial future you and your family deserve.
Vice President Financial Planner
Senior Vice President
Senior Field ConsultantRetirement Plans Services
Chief Operating Officer
Hilliard Lyons Trust Company, LLC
Trust and Estate Planner