Broker Check

DANIEL S. HOLLANDER

Daniel S. Hollander, JD, AIF®, CFS provides fee based fiduciary consulting services for 401(k) and corporate profit sharing plan sponsors, along with fee-based wealth management and investment advisory services... 

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STEVEN A. LONE

Steven A. Lone, CFA®, AIF®, CFS, is wealth advisor and accredited investment fiduciary, offering securities and and fee-based financial planning through LPL Financial, and a Registered Investment Advisor. Mr. Lone began his investing...

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BRADLEY AUGUSTINE

Bradley Augustine, AIF® is a passionate wealth advisor and an enthusiastic mentor. Mr. Augustine completed his Bachelors of Science degrees from...

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SAMSON MAXBAUER

Sam Maxbauer, MBA earned Bachelor’s degree at the University of Michigan and went on to pursue his MBA and a MSA (Masters of Science) in Accounting... 

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JASON SHERMAN

Jason Sherman, AIF® has been associated with Hollander & Lone since 2018.  Prior to joining HoLo,  Jason was a lead financial consultant at The Private Bank...

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MICHELLE LONE

Director of Communications. After spending over a decade in the fast-paced and demanding hospitality industry, Michelle has joined our staff...

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THERESA BAKOS

Theresa Bakos, Executive Assistant. Theresa manages all HoLo client services and communications. With nineteen years in the financial...

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CHERYL VINK

Cheryl Vink, Receptionist. Cheryl is HoLo's receptionist and welcomes all visitors to the office. She is responsible for our lobby area and provides...

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TOD PHILLIPS

Tod Phillips, CLU, ChFC. As Chief Compliance Officer, Tod’s 35 years of industry experience offers a remarkable amount of knowledge and expertise...

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DANIEL RAY

Daniel Ray, Compliance, Advisor Support. Dan is registered through LPL Financial and holds his Series 7, 66 and 65 securities licenses. He holds insurance licenses...

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DANIEL LONE

Daniel Lone, Information Technology Systems Administrator. Dan is experienced with operating systems and programming languages...

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SALLY CHOLEWKA

Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, is our paraplanner. She is experienced in the use of our sophisticated...

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RANDY MALLOY

Randy Malloy serves as one of two paraplanners that support HoLo.  Formerly with Hantz Financial Services, Randy assists with the organization...

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Lori Byrum

Lori Byrum, Director, Operations and Human Resources. Lori is skilled with accounting functions, filings, and other management tools. Her focus...

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