Holly Gage, MBA, CFP®

Holly is an Associate Advisor at The Clarus Group. With several years of experience under her belt, she has become a valuable member of our team. She brings a diverse background with her experience in wealth managment, financial technology and hospitality industries. Her background in service has been an invaluable asset to our clients, as Holly is dedicated to providing exceptional customer service. She has been an integral part of the team, using her skills to develop efficient service processes and enhance the client experience. Holly recently completed her CFP®, graduated with her MBA, and has received her Series 65 certification.

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In her spare time, Holly enjoys traveling, trying new restaurants, and spending time with her husband, Peyton, and her two dogs.

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Holly's unique blend of skills and experiences, along with her dedication to her clients, makes her an asset to The Clarus Group and an invaluable partner to our clients.