Gary Holvick, Jr
CFP, CLU, CHFC, MSFS, CASL, RICP, CEPA, CExP
Founder, CEO & Chief Strategist
Gary created H&A Advanced Business Partners with the vision of focusing on educating our clients and community. He utilizes his deep knowledge and understanding of the financial industry, coupled with his innovative planning process to customize our clients' ideal financial plan. Gary specializes in comprehensive fiduciary financial planning, and the creation of tax efficient plans for business owners. His core competency is helping business owners build value in their businesses, and eventually exit successfully. He likes to say “there is a right and a wrong way to build and exit a business, and the wrong way is too expensive.”
Gary has been in the industry for 20 plus years, focused in the business markets. He 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.
Gary is married to his wife, Brooke, and has four children. He enjoys spending time with his family at the lake and traveling. Gary’s hobbies include running and playing guitar.