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Our Amazing Team

"In a traditional investment or insurance brokerage
firm, there is an inherent conflict of interest between
the goals of the brokerage and the goals of the
client.” — Joe Hollen, MD, CFP®

Joe Hollen

Joe Hollen, MD, CFP®

President & Founder

Eric Hollen

Eric A. Hollen, CFP®

Co-Owner & Advisor

Stacy Barry

Stacy Barry

Operations Manager

Lindsey Briare

Lindsey Briare, aPHR

Administrative Assistant



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(775) 827-0670