Holden is a financial planner who enjoys helping clients feel organized, confident, and on track toward their financial goals. Goal-oriented by nature, he’s been interested in personal finance since a young age—buying his first stock at age 10 and never quite shaking the curiosity about how money works.
Originally from Portland, Oregon, Holden graduated from Boise State University before heading to Dallas, Texas to start his career in financial services. He spent three and a half years at Goldman Sachs, where he built a strong foundation in wealth management and financial planning. Along the way, Holden earned the Certified Financial Planner™ (CFP®) designation and an MBA with an emphasis in Financial Planning, driven by a genuine love of learning and a desire to better serve his clients.
Outside of the office, Holden enjoys spending time with family, staying active, and exploring everything Texas has to offer. When he’s not golfing, running, or planning his next ski trip, you’ll likely find him tracking down new barbecue joints or taco spots worth recommending.