Some fortunate timing allowed Marks Group to add Holli to our client service team in late 2021. She and her husband Kyle were moving to Minnesota and Holli wanted to remain in financial services after spending 3 ½ years with Wells Fargo Advisors in Marshalltown, Iowa. Luckily for us it all worked out, even if Holli had to move 250 miles north during a Minnesota winter.
Holli coordinates with the rest of our service team to fulfill daily requests from clients and advisors, including deposits/withdrawals, opening new accounts, satisfying RMD’s, and everything else that goes on behind the scenes. “I really enjoy helping clients out and building relationships, Holli says. “Not only helping them reach their goals, but learning about their families and what’s important to them.”
Holli grew up near Des Moines and graduated from Iowa State with a Bachelor of Science degree focused on apparel merchandising and design. She spent three years in charge of floorplans and seasonal store design at Younkers department stores.
While they get settled in Minnesota, Holli and Kyle have been living in a 130-year-old family farmhouse. They enjoy camping with their daughter Kali and three Border Collie rescue dogs, Cysco, Avo, and Socks. Holli and Kyle got married in Glacier National Park and have traveled to Yellowstone, the Grand Tetons, and Badlands National Parks. They recently renovated a 1980s Starcraft pop-up camper for their next adventure.
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