Our mission is to help our clients make the best decisions for their investments, income tax and estate planning needs.
President of the company, Elizabeth Holland has been a partner with Steve for over 25 years. She has a very diverse background in the financial and insurance industry, beginning in 1980 in the Regulation and Compliance Department at the home office of the Equitable Life Insurance Company in New York City. She has also worked with actuaries on the fiduciary side and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with the National Association of Securities Dealers (NASD, known today as FINRA) and the Security Exchange Commission (SEC). Currently, Elizabeth oversees the Holland Group’s income tax practice and works directly with the financial companies with whom our clients are invested. She has utilized her extensive regulatory and compliance background, to form the inception of our independent practice - The Holland Group, Retirement Wealth Advisors.