Holly has served as a Fiduciary in the Financial Services industry for 12+ years.  Starting with Bank of America and eventually graduating to Merrill Lynch where she left the corporate world at a young age to pursue her goal of being an entrepreneur.  Holly went to the University of Central Florida (Go Knights!) and earned her BA in Psychology.  Holly enjoys golf, water skiing, snow skiing, and trail running.  Holly has also never met a stranger and loves to connect with people. She fundamentally believes that we are here to learn from one another and grow together.  Holly has her Series 66, Health & Life Insurance license and is a resident of Fredericksburg, Texas in the winter months and Rock Hill, South Carolina for the remainder of the year.   

Ryan has been part of the financial industry since 2009 and in customer service industry since 2001. Beginning as mortgage processor and underwriter, then as a personal banker and finally as as mortgage loan officer and credit specialist. He is a veteran of the United States Air Force, where he proudly served from 1997 - 2001 as a F-16 avionics specialist. Ryan enjoys playing golf, snow skiing, and cooking. As a native of Charlotte, NC he is a huge Carolina Panthers, Charlotte Hornets and UNC Tar Heel fan. Being the father of a daughter that swims year round, much of his free time is spent going to and from swim practice and swim meets. Ryan currently resides in Fort Mill, SC.

After 30 years as an executive for corporations such as AT&T and Bank of America, Darla took her skills and knowledge to the private sector in Wealth Management and Financial Planning. Her goals as the Director of Client Relations is aimed at making the process of onboarding as seamless as possible by putting the client’s time and concerns as her top priority.  Darla’s extensive experience is evident to our clients, as she guides them professionally and efficiently through requirements.

Darla is a gourmet chef, avid golfer and addicted runner, highly committed to her health.  In Darla’s spare time she writes non-fictional inspirational books as her way to pay it forward.  She lives in the Hill Country of Texas, has 3 amazing children and looks at every day as the ”first day of the rest of her life”.