Danielle C. Holmes-Maxwell
Sarah specializes in working with Life, Long-Term Care and Annuities. Sarah has six years of experience in the financial industry, four of which have been spent with Holmes Management LLC. She holds a life, health and accidental license. Sarah is now working to acquire her FINRA series 7 and series 66 licenses. Sarah and her husband David are parents to five wonderful children, two of which are twin girls. She brings a positive and uplifting attitude to our firm and enjoys creating relationships with our clients, as she is our client coordinator.
Danielle is the Vice President and Senior Portfolio Manager at Holmes Management specializing in portfolio management and implementation. Danielle graduated from Ohio State University with a degree in Economics. Danielle holds both Series 7 and 66 securities licenses as well as Life, Accident and Health Insurance licenses. She currently resides in Columbus where she enjoys spending time with friends and family.
Glen E. Holmes
Glen Holmes is the President of Holmes Management. Glen has over 34 years of experience in the areas of Financial Planning, Investment Management and Tax & Estate Planning. Glen is responsible for the management of approximately 100 million dollars. With a specialization in Financial Planning Glen augments client needs, concerns and objectives by providing comprehensive, tailored and personalized financial advice. Glen has educated and trained many Financial Advisors over the span of his career and maintains FINRA Series 7 licensure, Series 63 licensure, Life, Health & accident licenses. In his leisure Glen enjoys spending time with his family in addition to motorcycling, boating and guitar.
Ann has 32 years' experience in the financial industry working with financial advisors and clients since 1986. Her focus is on client services, operations and compliance. She studied finance at Franklin University. Ann held a series 7 and series 63 licenses from 1993-2010. In her spare time Ann enjoys boating and spending time with her large family.