Michael Holland CFP®, EA®, CPWA®
Vice President, Family Wealth Advisor
A Summa Cum Laude graduate of the University of Kentucky (with a B.B.A in Finance), Michael has extensive experience as a financial planner and advisor. He specializes in high net worth planning strategies; those include estate planning strategy, income tax planning, cash flow analysis, business owner needs, executive compensation strategies, risk management, and retirement income planning.
Michael has over a decade of experience as a Financial Planner and Advisor with a passion for serving his clients and continually learning. He is a CERTIFIED FINANCIAL PLANNER PRACTITIONER™, a Certified Private Wealth Advisor®, and just passed all three exams with the IRS to be an Enrolled Agent.
Michael and his wife Tembre are blessed with five children. Classically trained as a trumpet player, Michael is also very involved at Southeast Christian Church as a deacon, piano player, and worship leader.
“Our desire is to pay for ourselves first and this is the way we approach our work with clients daily. Finding value in deep financial planning and tax strategy - beyond investments - is deeply rewarding and helps foster lasting relationships with the people we serve.”