Brynner Holland

I’ve always believed that financial planning should make people feel more confident about their future, not more overwhelmed by it.
As a Financial Planner and Field Director, I spend my career working with people on both sides of the financial services industry. I help individuals and families prepare for retirement, and I also recruit, train, and mentor financial professionals as they build their own careers and practices.
My primary focus is retirement planning. I enjoy taking complicated topics like Social Security, retirement income, investments, RMDs, Roth conversions, Medicare, long-term care, and estate considerations and helping clients understand how they all fit together. Retirement decisions rarely happen in isolation, and I believe good planning means looking at the entire picture and understanding how one decision can impact another years down the road.
Education has also been a major part of my own career. I’ve continued to invest heavily in expanding my knowledge because I believe the people who trust me with their financial futures deserve someone who takes that responsibility seriously. I currently hold the WMCP®, RICP®, RSSA®, FSCP®, CLTC®, CSA®, and CLU® designations, along with FINRA Series 6, 7, 63, and 65 registrations.
That same passion for education carries over into my leadership role. I’ve had the opportunity to mentor and develop professionals at different stages of their careers, from people entering financial services for the first time to experienced advisors looking to take the next step. One of the most rewarding parts of my career has been watching people I’ve worked with develop their confidence, knowledge, and ultimately build successful careers of their own.
I’m ambitious about where my own career is going, but I’ve learned that success is much more meaningful when you can bring other people with you.
Whether I’m working with someone preparing for retirement or mentoring someone building a career in this industry, I try to approach it the same way: listen first, educate, simplify the complicated, and help people make decisions they can feel confident about.