Meet The Team

Rose_Holly_Square_Original_2026_Updated_Background

Holly Rose

Senior Director, Client Experience Lead

Connect with me on LinkedIn

About Holly

Contact your financial planning specialist

Holly Rose

Senior Director, Client Experience Lead

Recent Insights

Sequoia Financial Group Earns Eighth Consecutive Recognition on Barron’s list of Top 100 RIA Financial Firms

Market Commentary

Financial Markets Still Grappling with High Oil Prices and Higher Interest Rates

Beyond the Basics: Advanced 401(k) Optimization Strategies for High-Net-Worth Families