Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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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.

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Rachel Landon

Advisor/Case Design Director

Alisha Holland DeBernardi

Director & Financial Advisor

Roy Claggett, CFP®

Certified Financial Planner™

Anthony DeBernardi

Notary Public & All Business Team Lead

Larry Applegate

Tax Preparer/Accountant

Nicholas Kick

All Business Team Professional

Ashton Holland

C.B.O. (Chief Barketing Officer)

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 727.724.3334.