We treat our clients the way we deal with each other: with kindness, respect and integrity. This philosophy guides everything we do.
My journey to becoming an evidence-based wealth advisor has been atypical.
I attended the University of Nevada School of Medicine, then graduated from the University of Alabama School of Medicine. I practiced Emergency Medicine for 23 years and was the president of Northern Nevada Emergency Physicians at Renown Health.
Like many physicians, I was never trained in financial matters. I made many mistakes managing my own money. I finally sought independent advice in 2001. I found those who sought my business were part of a sales culture. They were product and commission-driven. I didn’t feel they had my best interest in mind. I wasn’t comfortable relying on their advice.
After extensive discussions with my wife, Robin (a registered nurse), I decided to become the client centered financial resource that was unavailable in Reno. I left my medical practice and passed the Certified Financial Planning professional examination in 2003. I opened an advisory firm (initially named “Hollen Financial Planning”) in 2004. I satisfied the experience requirement for using the CFP designation on January 3, 2006.
Joe, Eric, Robin, Jacob, Adam at MS Nursing graduation from University of Nevada, Reno
My conversion from active management to “evidence-based” and “fee-only” was fairly easy. I started attending financial conferences. At one of them, I met Jack Bogle, the founder of Vanguard. Speaking with him made a lasting impression on me. I immersed myself in reading studies underlying a rigorous, academically-based approach to investing.
By that time, I was convinced the way forward was to base my advice on sound, peer-reviewed data, which meant we couldn’t be influenced by commissions, or have an incentive to push expensive investment products. The bedrock of our offering was simple: to always place the interest of our clients above our own.
It took almost five years for us to get a solid footing, but it was well worth the effort.
I wrote the bi-monthly “Investor’s Corner” column for the Washoe County Medical Society newsletter and have presented to that organization, the Medical Group Management Association, and the National Association of Personal Financial Advisors (NAPFA). I am a Community Faculty Member of, and a regular presenter to students and graduating residents of the University of Nevada Reno School of Medicine. I have been quoted in various national publications, including the Wall Street Journal The New York Times, and The Washington Post about financial planning and investment issues.
We have four adult children, all living in the Reno area. We enjoy spending time with our family and traveling, especially to Hawaii.
Joe and Robin at Butchart Gardens in Vancouver
I’m the Co-Owner and an Advisor at Open Window.
I enjoy sharing my financial knowledge and experiences with others, clients and friends alike.
I graduated from the University of Nevada, Reno in 2009 with a B.S. in both finance and economics. After graduation, I founded a company that simplified the monthly investment statement provided to investors – the monthly mailing that every investor is required to receive, but really provides very little information – making those required mailings more transparent and easier to understand.
Eric and Lindsey's wedding at Galena Creek Park (Lindsey's family left, Eric's family right)
In 2011, I joined Open Window. I earned the right to use the Certified Financial PlannerTM (CFP®) professional designation in 2015, and the Accredited Investment Fiduciary® (AIF®) designation in 2016.
I am a member of the University of Nevada Planned Giving Advisory Council, active within the Estate Planning Council of Northern Nevada, and I volunteer with Opportunity Alliance Nevada, advocating for the financial well-being of all Nevadans. I helped write the bi-monthly “Investor’s Corner” column for the Washoe County Medical Society newsletter.
I live in Reno with my-wife, Lindsey, and our two Manx-breed cats. We love to cook together, as well as hike and explore all Reno has to offer.
I am well aware that, for myself and my clients, our health is a critical part of our life planning. I enjoy working out regularly and watching my diet, while still enjoying a balanced life.
Eric and Lindsey
I am the Operations Manager at Open Window.
My background and experience are in information technology. I graduated from the University of Nevada in 1994 with a degree in computer information systems. I worked for various companies and within the federal courts doing systems and network administrative work before joining Open Window.
My husband, Mike, and I have two sons. We enjoy everything outdoors that Nevada offers in abundance and cheering for our boys’ baseball teams and University of Nevada Wolfpack.
Mike, John, Patrick, & Stacy Barry
I joined Open Window as an Administrative Assistant in April, 2018. I have a Bachelor of Science degree in Wildlife Ecology and Environmental Science from the University of Nevada.
Prior to my employment at Open Window, I held positions as a field technician, lab technician and as manager of a production laboratory for various medical products.
I enjoy painting, crochet, hiking, being with my cats and entertaining family and friends. Above all, I like interacting with people, listening to them and learning from their experiences.
Lindsey and Eric at Mendenhall Glacier in Juneau, Alaska