Meet the team
Will Holz
MBA
Associate Director, Wealth Advisor
About Will
Will takes a personalized, client-focused approach to helping individuals and families make informed financial decisions. As a Wealth Advisor, he works closely with clients and collaborates with the Sequoia Financial Group team to develop financial planning and investment strategies aligned with each client’s goals, values, and long-term priorities. He believes that thoughtful planning creates the freedom for clients to focus on what matters most in their lives, and he is committed to building strong relationships grounded in trust, clarity, and strategic perspective.
Will is dedicated to growing his experience across all areas of wealth management and values the collaborative, team-based environment that defines Sequoia’s approach to client service. He holds a Master of Business Administration in management and operations from the University of Minnesota Duluth and has experience working with clients on a range of financial planning and investment needs.
Outside the office, Will and his wife enjoy spending time at Lake Lida in Pelican Rapids, Michigan, near Maplewood State Park, where they appreciate the natural scenery and time on the water. An avid fisherman and outdoorsman, Will has a deep appreciation for history and craftsmanship, reflected in his interest in collecting historically significant firearms.
Accreditation & Education
- Series 65
- Master of Business Administration, management and operations, University of Minnesota Duluth
- Bachelor of Business Administration, management and finance, University of Minnesota Duluth
contact your financial planning specialist
Will Holz, MBA
Associate Director, Wealth Advisor
Equities Extend Losing Streak as Iran Conflict Roils Markets