CPA, Financial Planner
Holly received a Bachelor of Business Administration and Masters of Science in accounting at Texas A&M University. Holly started her career at PricewaterhouseCoopers where she worked with primarily mid-size companies on tax planning opportunities as well as tax compliance. She decided to continue her education at Southern Methodist University, receiving a Masters in Business Administration with a focus in finance.
She joined Cain Watters and Associates in 2003 where she found the opportunity to combine her knowledge in tax, accounting and finance through a personal client relationship. Holly works with clients at all levels to assist them in developing and implementing their financial plans.
“It is an honor to work with clients to develop, implement and achieve their personal goals. Whether it is a doctor starting their practice, transitioning a partner into their practice or retiring, it is a privilege to assist them in their journey.”
She is a Certified Public Accountant and an Investment Advisor Representative. Holly has been married for over 15 years to her husband, Nathan, with three children, Kendall, Jacob and Blake.