As a Wealth Manager, Holly Villasi works closely with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including risk management, investments, tax planning, retirement and employee benefits, and estate planning.
Holly brings to her profession more than ten years of experience in the financial services industry. Before turning her focus onto wealth management, she gained valuable experience serving as a compliance manager for a network of over sixty advisers across the nation. Prior to joining Creative Planning, she served as a financial adviser within a local independent financial planning firm where she earned the CERTIFIED FINANCIAL PLANNER™ designation.
Holly graduated with distinction from the University of Missouri-Kansas City where she earned her Bachelor’s Degree.
She enjoys playing an active role in the community as a volunteer educator for Junior Achievement and as a member of the Class of 2016 Greater Kansas City Chamber Centurions leadership program.
Holly and her husband, Paul, are both avid cyclists and live in the historic Hyde Park neighborhood of Kansas City with their two border collies, Doris and Edith.