Our Founding Partners 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... STEVEN A. LONE Steven A. Lone, CFA®, AIF®, CFS, is wealth advisor and accredited investment fiduciary, offering securities and fee-based financial planning through LPL Financial, and a Registered Investment Advisor... Our Team BRADLEY AUGUSTINE Bradley Augustine, AIF® is a passionate wealth advisor and an enthusiastic mentor. Mr. Augustine completed his Bachelors of Science degrees from... SAMSON MAXBAUER Sam Maxbauer, MBA, AIF® earned Bachelor’s degree at the University of Michigan and went on to pursue his MBA and a MS in Accounting at... THERESA BAKOS Theresa Bakos, Director of Client Services. Theresa manages all HoLo client services and communications. With nineteen years in the financial... America Group Administrative Support Team SALLY CHOLEWKA Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, is a paraplanner. She is experienced in the use of our sophisticated... RANDY MALLOY Randy Malloy serves as one of two paraplanners that support HoLo. Formerly with Hantz Financial Services, Randy assists with the organization... RICHARD OHLRICH Richard Ohlrich has 27 years of financial services experiences with 25 years as a compliance officer. In his consultancy capacity he provides management... PATRIZIA CORONA-GLENCER Patrizia's career has spanned over 35 years in the financial services industry, from operations and advisor support to owning and managing... 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...
