Meet Our 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 and fee-based financial planning through LPL Financial, and a Registered Investment Advisor. Mr. Lone began his investing... Meet Our Consultants 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 earned Bachelor’s degree at the University of Michigan and went on to pursue his MBA and a MSA (Masters of Science) in Accounting... 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... Meet The Team MICHELLE LONE Director of Communications. After spending over a decade in the fast-paced and demanding hospitality industry, Michelle has joined our staff... THERESA BAKOS Theresa Bakos, Executive Assistant. Theresa manages all HoLo client services and communications. With nineteen years in the financial... SALLY CHOLEWKA Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, is our 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... LORI BYRUM Lori Byrum, Director, Operations and Human Resources. Lori is skilled with accounting functions, filings, and other management tools. Her focus... 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... DANIEL LONE Daniel Lone, Information Technology Systems Administrator. Dan is experienced with operating systems and programming languages... 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... Our Affiliates *The Physician Alliance & LPL Financial are separate entities Accreditations Accredited Investment Fiduciary® Chartered Financial Analyst® Certified Financial Planner® Certified Fund Specialist® Chartered Financial Consultant® Chartered Life Underwriter® Schedule A Commitment-Free Consultation Name Email Phone Additional Info Thank you! Oops!
