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Our Team

Holvick & Associates is a comprehensive fee based financial planning firm specializing in the creation of tax efficient plans for business owners and other professionals. We pride ourselves on utilizing our deep knowledge and understanding of the financial landscape, coupled with our innovative planning process to customize our clients’ ideal financial plan.

We are led by Gary C Holvick Jr. CFP, ChFC, CLU, MSFS, CASL. Gary has been in the industry for 20 plus years, focusing on the business qualified and non-qualified markets. Gary started his career helping business owners understand the considerable tax benefits of qualified plans. This cultivated his extensive knowledge of other business planning areas, such as Executive Carve Outs, 409A Plans, Section 162, Section 162 Leveraged Bonus, and Business Succession Planning.

Our planning process is focused on educating our clients and providing the necessary tools to navigate their financial future.

Christina Cyrulewski
Office Manager & Executive Assistant to Gary Holvick Jr.
Rebecca Young
Investment Planning Assistant
 
Jordan Paige
CLTC, Financial Services Professional
Jeremy Hazen
Financial Advisor & Executive Benefits Specialist
Chad Ross
Financial Advisor
 
Charles Goetz
Financial Advisor
Gary C Holvick
CLU, Financial Services Professional
Malcolm Hendricks
Financial Services Professional
 
Christopher Merchant
Financial Services Professional & Executive Benefits Specialist
Jon Hodges CLU, CRPS
Financial Services Professional