Meet the team
Will Holz
MBA
Associate Director, Wealth Advisor
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About Will
Will Holz is passionate about empowering clients to make informed decisions about their financial future. With a firm belief in the collective strength of a group of people committed to a common goal, Will leverages the breadth and depth of the full Sequoia Financial Group team to deliver financial strategies and investment opportunities that best match each client’s goals. Prior to joining Sequoia, Will provided wealth management solutions to financially established families at a bank with a nationwide presence.
A champion for the importance of achieving work-life harmony to support sustained success, Will enjoys building meaningful connections with people and makes time for his personal hobbies, including fishing and hunting.
Accreditation & Education
Bachelor of Business Administration, University of Minnesota Duluth
Master of Business Administration, University of Minnesota Duluth
Up Close
Will lives in Fergus Falls, Minnesota, and works out of Fargo, North Dakota. He has a passion for collecting historically significant firearms, which reflects his appreciation for history and craftsmanship. An entrepreneur at heart, Will founded his own lawn and landscape company, which he successfully operated and scaled over the course of nearly six years before ultimately selling the business.
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Will Holz, MBA
Associate Director, Wealth Advisor
Protected: Volatility: Our Constant Companion