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 nurse practitioner and a candidate for a doctorate in nursing), 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.
Along the way, I wrote the bi-monthly “Investor’s Corner” newsletter column for the Washoe County Medical Society and have presented to that organization, the Medical Group Management Association, and the National Association of Personal Financial Advisors (NAPFA). I am also a former president of the School of Medicine Alumni Association.
Currently, I am a Community Faculty Member of the University of Nevada Reno School of Medicine. I enjoy presenting to students, graduating residents, and fellows on the financial challenges they face as physicians.
As a volunteer, I manage the investment accounts of the Washoe County Medical Society and the Nevada State Medical Association.
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.
My wife and I 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 a Lead 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 an advocate for the financial health of others. I volunteer nationally with AARP to provide 1:1 pro-bono phone consultation on a range of financial topics. Locally, I helped write the “Investor’s Corner” newsletter column for the Washoe County Medical Society. I am also the Treasurer for Opportunity Alliance Nevada, a member of the University of Nevada Planned Giving Advisory Council, and I am active within the Estate Planning Council of Northern Nevada.
I live in Reno with my-wife, Lindsey, and our two Manx-breed cats. We love to cook together, as well as hike, bike, and explore all Reno has to offer.
I am well aware that, for myself and my clients, our financial, physical, and mental health are all critical parts of a balanced and fulfilled 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 the Open Window team in April of 2018. In September of 2020, after a year of studying the five disciplines of financial planning – retirement, investments, insurance, tax and estate – I earned my certification as a Financial Paraplanner Qualified Professional (FPQP™) from the College for Financial Planning .
Prior to joining Open Window, I earned a Bachelor of Science degree in Wildlife Ecology and Environmental Science from the University of Nevada, Reno.
I’ve 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