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The Holland Financial Team

EXECUTIVE LEADERSHIP

David Holland

David D. Holland

Founder and Chief Executive Officer

About David Holland
Kalon Hoard

Kalon Hoard

President and Chief Investment Officer

About Kalon Hoard

 

FINANCIAL ADVISERS

Angel Pinkerton

Angel Pinkerton

Senior Vice President

About Angel Pinkerton

Amy Williamson

Amy Williamson

Financial Adviser

INVESTMENT & PLANNING TEAM

Hady LaGrotta

Hady LaGrotta

Vice President, Financial Planner

About Hady LaGrotta

Robert Mara

Robert Mara

Investment Director

Naomi Joseph

Naomi Joseph

Financial Planning Assistant

TRUST & TAX SERVICES

Steve Tacinelli

Steve Tacinelli

Vice President, Tax Services

About Steve Tacinelli

Angela Reib

Angela Reib

Trust Coordinator

CLIENT SERVICES TEAM

Miranda Mumma

Miranda Mumma

Client Services

Tracy Sanzone

Tracy Sanzone

Client Services

Leslie Caputo

Leslie Caputo

Front Office Coordinator

CORPORATE SUPPORT TEAM

Lisa

Pat Detweiler

Executive Assistant to David Holland

Lisa

Lisa Mosher

Vice President, Operations and Technology

Christina Kohl-Merklin

Christina Kohl-Merklin

Creative Director

Erika Barger

Erika Barger

Chief Compliance Officer, General Counsel

Suzanne Cantlay

Suzanne Cantlay

Controller and Human Resources Director

Mike Peerless

Mike Peerless

Business Development Director

Ira Heller

Ira Heller

Vice President, Marketing


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