About
Holly
Holly has expertise in working with generational family wealth, high net worth individuals, and business returns spanning a diverse range of industries. She specializes in strategic tax planning, compliance, and navigating IRS correspondence. She is driven by a passion for solving complex tax challenges and enjoys translating tax law in a way that resonates with her clients.
Prior to joining Focus Partners Wealth in 2025, Holly served for eight years at public accounting firms including Katz, Sapper & Miller, and Marcum LLP (now CBIZ).
In Holly’s free time, she enjoys spending time with her family, traveling, and baking.
Education and Professional Milestones
-Quinnipiac University - bachelor’s degree in accounting
-Certified Public Accountant certification in Massachusetts
Holly has expertise in working with generational family wealth, high net worth individuals, and business returns spanning a diverse range of industries. She specializes in strategic tax planning, compliance, and navigating IRS correspondence. She is driven by a passion for solving complex tax challenges and enjoys translating tax law in a way that resonates with her clients.
Prior to joining Focus Partners Wealth in 2025, Holly served for eight years at public accounting firms including Katz, Sapper & Miller, and Marcum LLP (now CBIZ).
In Holly’s free time, she enjoys spending time with her family, traveling, and baking.
Education and Professional Milestones
-Quinnipiac University - bachelor’s degree in accounting
-Certified Public Accountant certification in Massachusetts