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 Advisors 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... Our 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, 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... 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... *LPL Financial, America Group Retirement Strategy Centers, The Physician Alliance, & their respective associates are all independent entities separate from Hollander & Lone LLC 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 Additional Info Thank you! Oops!
