Get to Know
Holly Dees

Holly Dees serves as our Client Operations Director. Holly is responsible for the daily operations of our back office. She works closely with clients to ensure all paperwork is completed and in proper order, accounts are established, and transfers are processed expediently.

 Holly graduated from Southern Illinois University Edwardsville. She is originally from Troy, IL and currently lives in St. Louis, MO. In her free time, she enjoys watching football, spending time with her fiancé, Mike, and their cat.

Fun Facts about Holly

Favorite quote? “Every song has to end, but that doesn’t mean you can’t enjoy the music”’ – One Tree Hill 

Hidden talent? I can crochet decorative throw blankets 

Favorite holiday? Fourth of July 

Best piece of financial advice you’ve ever received? “The most powerful piece of advice I have received is the 50/30/20 rule. Always make sure you save at least 20% of your paycheck, leave 30% for checking, and 50% for bills and expenses. It isn’t a detailed plan, but it’s something easy that young individuals can follow to get started on the path to budgeting.”