Key Holleman, CFP®, President
Financial Advisor, RJFS
Key offers specialized investment counseling, financial, and estate planning services for individual investors, families, trusts, foundations, and small-mid sized businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional. His belief in the foundations of Trust, Proficiency, and Integrity are the core of his relationships and his work.
Key began this career in the late 1990s after 7 years with IBM Corporation. Now working with clients for over 25 years, his focus is on establishing solid relationships, values his clients personal life chapters as importantly as overseeing their Investments and Financial Planning. Among his premises:
*Preservation of capital is the foundation.
*Risk Management is crucial.
*Understanding the client as we invest.
*Decisions and recommendations made with the whole picture in mind.
*Integrity is irreplaceable.
Key is married to Anne and they have two children, William and Hannah, that are the joy of their lives. Key is involved in his church and has served in many roles over time, but values serving and relationships over “titles” in all he does outside of work. He has more recently served on the Board of the Southern Baptist Foundation and remains involved with the Kiwanis Club of Nashville and Big Brothers/Big Sisters of Tennessee.
Key is a native Nashvillian and a graduate of Baylor University. In addition to family and work, he also enjoys reading, golf, time with friends, and the never-ending study of the financial markets. He also remains in triathlon training for no particular Triathlon ahead.
Caitlin Olson
Registered Sales Assistant
A successfully run office environment requires organization, administration, client service, responsiveness, calmness, office attention, problem resolution, knowledge of the business, trade execution, and more. Caitlin tends to all of these and more. She plays an integral role in helping things run smoothly. Caitlin is a graduate of Belmont University and is licensed and registered. She also fully enjoys relationship building and gets great personal satisfaction when clients are satisfied.
Outside of the practice, her interests include horses, Foxhunting in particular, traveling, and spending time outdoors with her husband, Eric, on their 7 acres in the country. She also enjoys her 3 adopted pups, Dilly, Crash, and Poppy, 2 adopted cats Tweed and Tallulah, and 1 snapping turtle named Brutus.