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About Andy

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


Our Primary Purpose

Andy Holt has been working with individuals and businesses to meet their financial goals since 2004. He lives in Canyon with his wife, Robyn, and their four kids. He enjoys golfing, fishing, weightlifting and sports. Andy was a college shot/disc/hammer thrower for the Harding Bisons and then the Texas Tech Red Raiders. He still enjoys helping run those events at local track meets from time to time.

Andy Holds a life health, and property casualty insurance license. He is series 7, and 66 licensed for Securities. He holds the Behavioral Financial Advisor designation, which focuses on investor and advisor behaviors that influence financial outcomes.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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