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... 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... BRADLEY AUGUSTINEBradley Augustine, AIF® is a passionate wealth advisor and an enthusiastic mentor. Mr. Augustine completed his Bachelors of Science degrees from...THERESA BAKOSTheresa Bakos, Director of Client Services. Theresa manages all HoLo client services and communications. With nineteen years in the financial... America Group Administrative Support Team RANDY MALLOY Randy Malloy serves as paraplanner that supports Hollander and Lone. Formerly with Hantz Financial Services, Randy assists with the organization... WHITNEY WITOSZYNSKI Whitney has approximately a decade of human resources experience in the automotive industry. Whitney's background includes recruiting, onboarding... JOSIAH MINCH Josiah's has a near decade of experience in the IT field ranging from basic help desk procedures to Data Systems Administration and configuration. Josiah spent 9... 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...
