727.724.3334
Meet The Team
The team behind The Holland Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steve and Elizabeth Holland Co-Founders
Steve and Elizabeth Holland are the husband-and-wife team who established The Holland Group in 1993.
Steve has been helping investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president and oversees The Holland Group’s financial and tax practice.
Steve and Elizabeth have been working together since 1984, when the couple met in New York City. Elizabeth has a diverse background in the financial and insurance industry. She started her career in 1980 at the regulation and compliance department of Equitable Life Insurance Company. She has also worked with actuaries and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with regulators, dealing with many complex issues and initiatives. Today, Elizabeth oversees The Holland Group’s income tax practice and uses her extensive background to work with the financial companies with whom our clients are invested.
Steve has hosted more than 1,500 financial workshops explaining the importance of minimizing portfolio risk through diversification, tax minimization and estate planning. He is the author of the book “Fairy Tales, Fables and Facts About Investing ... And How to Know What’s What!” He has been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters, and many other publications. He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Tampa Bay area on “The Dove” WDUV, WDAE and WGUL.
On the radio, Steve and Elizabeth are hosts of “The Retirement Success! With Steve and Elizabeth Holland,” on WFLA AM 970 Tampa Bay’s News Radio, Podcast Radio Tampa Bay 1010 AM, and The Bone on 102.5 FM, as well as WDAE AM 620, Tampa Bay’s Sports Radio. On TV, Steve and Elizabeth have served as investment consultants for WFLA News Channel 8 and have been featured on News Channel 28 and WTOG’s CW44. On America’s Premier Experts, they have been featured on NBC, CBS, ABC and FOX network affiliates around the country. Steve and Elizabeth’s TV show offering retirement advice and guidance, “The Retirement Success! With Steve and Elizabeth Holland,” airs weekly on CBS.
Meet The Team
The team behind The Holland Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steve and Elizabeth Holland Co-Founders
Steve and Elizabeth Holland are the husband-and-wife team who established The Holland Group in 1993.
Steve has been helping investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president and oversees The Holland Group’s financial and tax practice.
Steve and Elizabeth have been working together since 1984, when the couple met in New York City. Elizabeth has a diverse background in the financial and insurance industry. She started her career in 1980 at the regulation and compliance department of Equitable Life Insurance Company. She has also worked with actuaries and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with regulators, dealing with many complex issues and initiatives. Today, Elizabeth oversees The Holland Group’s income tax practice and uses her extensive background to work with the financial companies with whom our clients are invested.
Steve has hosted more than 1,500 financial workshops explaining the importance of minimizing portfolio risk through diversification, tax minimization and estate planning. He is the author of the book “Fairy Tales, Fables and Facts About Investing ... And How to Know What’s What!” He has been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters, and many other publications. He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Tampa Bay area on “The Dove” WDUV, WDAE and WGUL.
On the radio, Steve and Elizabeth are hosts of “The Retirement Success! With Steve and Elizabeth Holland,” on WFLA AM 970 Tampa Bay’s News Radio, Podcast Radio Tampa Bay 1010 AM, and The Bone on 102.5 FM, as well as WDAE AM 620, Tampa Bay’s Sports Radio. On TV, Steve and Elizabeth have served as investment consultants for WFLA News Channel 8 and have been featured on News Channel 28 and WTOG’s CW44. On America’s Premier Experts, they have been featured on NBC, CBS, ABC and FOX network affiliates around the country. Steve and Elizabeth’s TV show offering retirement advice and guidance, “The Retirement Success! With Steve and Elizabeth Holland,” airs weekly on CBS.
Meet The Team
The team behind The Holland Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steve and Elizabeth Holland Co-Founders
Steve and Elizabeth Holland are the husband-and-wife team who established The Holland Group in 1993.
Steve has been helping investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president and oversees The Holland Group’s financial and tax practice.
Steve and Elizabeth have been working together since 1984, when the couple met in New York City. Elizabeth has a diverse background in the financial and insurance industry. She started her career in 1980 at the regulation and compliance department of Equitable Life Insurance Company. She has also worked with actuaries and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with regulators, dealing with many complex issues and initiatives. Today, Elizabeth oversees The Holland Group’s income tax practice and uses her extensive background to work with the financial companies with whom our clients are invested.
Steve has hosted more than 1,500 financial workshops explaining the importance of minimizing portfolio risk through diversification, tax minimization and estate planning. He is the author of the book “Fairy Tales, Fables and Facts About Investing ... And How to Know What’s What!” He has been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters, and many other publications. He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Tampa Bay area on “The Dove” WDUV, WDAE and WGUL.
On the radio, Steve and Elizabeth are hosts of “The Retirement Success! With Steve and Elizabeth Holland,” on WFLA AM 970 Tampa Bay’s News Radio, Podcast Radio Tampa Bay 1010 AM, and The Bone on 102.5 FM, as well as WDAE AM 620, Tampa Bay’s Sports Radio. On TV, Steve and Elizabeth have served as investment consultants for WFLA News Channel 8 and have been featured on News Channel 28 and WTOG’s CW44. On America’s Premier Experts, they have been featured on NBC, CBS, ABC and FOX network affiliates around the country. Steve and Elizabeth’s TV show offering retirement advice and guidance, “The Retirement Success! With Steve and Elizabeth Holland,” airs weekly on CBS.
Meet The Team
The team behind The Holland Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steve and Elizabeth Holland Co-Founders
Steve and Elizabeth Holland are the husband-and-wife team who established The Holland Group in 1993.
Steve has been helping investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president and oversees The Holland Group’s financial and tax practice.
Steve and Elizabeth have been working together since 1984, when the couple met in New York City. Elizabeth has a diverse background in the financial and insurance industry. She started her career in 1980 at the regulation and compliance department of Equitable Life Insurance Company. She has also worked with actuaries and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with regulators, dealing with many complex issues and initiatives. Today, Elizabeth oversees The Holland Group’s income tax practice and uses her extensive background to work with the financial companies with whom our clients are invested.
Steve has hosted more than 1,500 financial workshops explaining the importance of minimizing portfolio risk through diversification, tax minimization and estate planning. He is the author of the book “Fairy Tales, Fables and Facts About Investing ... And How to Know What’s What!” He has been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters, and many other publications. He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Tampa Bay area on “The Dove” WDUV, WDAE and WGUL.
On the radio, Steve and Elizabeth are hosts of “The Retirement Success! With Steve and Elizabeth Holland,” on WFLA AM 970 Tampa Bay’s News Radio, Podcast Radio Tampa Bay 1010 AM, and The Bone on 102.5 FM, as well as WDAE AM 620, Tampa Bay’s Sports Radio. On TV, Steve and Elizabeth have served as investment consultants for WFLA News Channel 8 and have been featured on News Channel 28 and WTOG’s CW44. On America’s Premier Experts, they have been featured on NBC, CBS, ABC and FOX network affiliates around the country. Steve and Elizabeth’s TV show offering retirement advice and guidance, “The Retirement Success! With Steve and Elizabeth Holland,” airs weekly on CBS.
Steve Holland
Co-Founder
CEO
Elizabeth Holland
Co-Founder
President
Alisha Holland
DeBernardi, MBA
Vice President
Financial Advisor
Ashton Holland
C.B.O.
(Chief Barketing Officer)
Roy Claggett, CFP®
CERTIFIED FINANCIAL PLANNER™
Lead Financial Advisor
Anthony DeBernardi
Operations
Client Services Director
Larry Applegate
Tax Preparer
Accountant
Mike Younan, CFP®
CERTIFIED FINANCIAL PLANNER™
Service Financial Advisor
Marisa Chartier
Office Administrator
Joe Penhallow
Associate Advisor
Joaniee Rodriguez
Client Service Associate
Dena Breedlove
Client Service Associate
Rachel Landon
Real Estate Advisor, Realtor
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