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Gary Holvick, JrCFP, CLU, CHFC, MSFS, CASL, RICP

Gary Holvick, Jr
CFP, CLU, CHFC, MSFS, CASL, RICP

CEO & Chief Strategist

Gary created Holvick & Associates with a vision focusing on educating our clients.  He utilizes his deep knowledge and understanding of the financial industry, coupled with his innovative planning process to customize our clients' ideal financial plan.  He specializes in comprehensive fee-based financial planning strategies in the creation of tax efficient plans for business owners and other professionals.

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.

Gary is married to his wife, Brooke, and has four kids.  He enjoys spending time with his family and traveling.  Gary plays soccer and likes to snowboard in his spare time.