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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.
     
    Jordan Paige
    CLTC, Financial Services Professional
    Jeremy Hazen
    Financial Advisor & Executive Benefits Specialist
    Chad Ross
    Financial Advisor
     
    Charles Goetz
    Financial Advisor

    Malcolm Hendricks
    Financial Services Professional
     
    Christopher Merchant
    Financial Services Professional & Executive Benefits Specialist
    Jon Hodges CLU, CRPS
    Financial Services Professional