Financial planning is personal. Your goals, your concerns, your family, and the life you’ve worked to build are unique. I believe your financial guidance should be, too.

As the founder of Holman Wealth Management, I work personally with each client to understand what matters most to them and develop an investment and retirement strategy around their individual needs. There is no one-size-fits-all approach and no handing relationships off to someone else. When you work with my practice, you work directly with me.

Experience That Shapes My Approach

My professional background began at Valley Forge Military College, where I developed a strong foundation in leadership and discipline and earned an Associate’s Degree in Criminal Justice in 1998. I later earned a Bachelor’s Degree in Psychology from the University of Baltimore and worked at a mental health facility in Rockville, Maryland.

That experience taught me something that would become increasingly important throughout my career: good financial decisions aren’t based on numbers alone. Human behavior and emotion matter.

I entered the financial services industry in 2010, earning my Series 7 and 66 registrations along with insurance licenses. I went on to run my own branch for a Fortune 100 financial services firm and was named a Limited Partner in 2018, a distinction I held until my departure in 2023.

I also earned the AAMS® (Accredited Asset Management Specialist™) and ABFP® (Accredited Behavioral Finance Professional™) designations, strengthening my knowledge of both portfolio construction and the behavioral factors that can influence investment decisions.

A Personal Approach to Wealth Management

In June 2023, I established Holman Wealth Management as an independent practice with LPL Financial. Independence allows me to provide the experience I believe clients deserve: personal attention, individualized guidance, and investment strategies built around the client rather than the institution.

More Than Managing Investments

Markets can be unpredictable. Human behavior is often more predictable.

Fear can cause investors to sell when markets are falling. Excitement can lead them to chase investments after they’ve already risen. These decisions can be especially consequential near retirement, when there may be less time to recover from a significant mistake.

My role goes beyond selecting investments. I help clients remain disciplined through changing markets, evaluate financial decisions objectively, and stay focused on the long-term strategy we created together.

What You Can Expect

My practice is intentionally personal. I take the time to understand your goals, retirement timeline, income needs, risk tolerance, and concerns before making recommendations.

Your portfolio is built around you—not placed into a predetermined model simply because it is convenient. As your life, circumstances, or goals change, we can revisit your strategy together and make thoughtful adjustments when appropriate.

And when you have a question or concern, you don’t have to wonder who to call. You call me.