Erin Holloway

I handle client relations and account management, which is a formal way of saying I'm the person who makes sure nothing falls through the cracks. Your accounts, your questions, your concerns—that's all on me. I'm a Series 65 advisor and co-owner of the firm with my husband, James, but honestly, the title matters less than the relationships.

What I love most about this work is the stories. Our clients have lived incredible lives—careers they built from nothing, families they raised, communities they served. Getting to know them and helping them protect what they've worked for? That's the privilege. When a client reaches retirement and feels confident instead of anxious, that's when I know we did our job right.

Outside the office, I serve on the board of the Angelina Neches River Authority and work as a consultant for Western Legends Sports Management. Both roles keep me connected to the community and the things that matter most out here—land, water, and the people who depend on them.

I grew up in Wyoming, which probably explains why I feel most at home out here in the country with our dogs, barn cats, and horses. But what really drives me is the work—seventeen years of helping clients build retirement plans designed to support their long-term goals.

This work isn't complicated. You've spent your life building something. I help clients plan so that the things they've built can support them when they need them most.