Sarah is one of the three Financial Representatives working within our firm. She has worked within the financial industry since 2013. Sarah holds a Series 7 securities license as well as Life, Accidental, and Health Insurance licenses. Sarah and her husband David are parents to five wonderful children, two girls, and three boys. She brings a positive and uplifting attitude to our firm and enjoys creating long-lasting relationships with our clients.
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 her husband and two girls.
Ann has 33 years of 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.
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.