Holmes Management LLC is a financial consulting and investment firm built on a foundation of trust, objectivity, and meaningful client relationships. For over three decades, our mission has remained simple: provide highly personalized, strategic financial advice that empowers our clients to navigate their present with confidence and plan their future with clarity.
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.
Danielle is the Vice President and Senior Portfolio Manager at Holmes Management specializing in portfolio management and implementation. 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.
Sarah is one of the three financial representatives working in our firm. She has worked in the financial industry since 2013. Sarah holds a Series 7 securities license as well as Life, Accidental, and Health Insurance licenses. She and her husband, David, are parents to five wonderful children, two girls and three boys.