I was fortunate enough to start my career in Australia back in the 1980's. It was an exciting time for the stock market back then and I learned a great deal. The experiences from those times have laid much of the ground work for my financial planning today.
When I returned from Australia I reentered the US markets. My goal was to return to the Rogue Valley though and with the help of Merrill Lynch I was able to do that. They asked me to help open the offices of Medford and Grants Pass where I earned the role as manager to oversee their expansion.
Of course lightning strikes when you least expect it. I met my future wife Denise and we formed a team in the early 2000's. She had more than 20 years experience in the mortgage banking arena. Once we were established we talked of how we wanted to grow our business and came to the realization that being an Independent Financial Planner for the benefit of our clients was the ideal path for all. So we left our company surroundings and formed Holland Capital Management with the main purpose in mind to serve our clients.
We are now more than a decade old and still relish in our decision. We bought our own building in Grants Pass and have a second office in Medford to support our clients. We have been very active in the community through the Grants Pass Museum of Art, Grants Pass Golf Course, and numerous charitable organizations.
Our main goal is to help our clients build a solid portfolio leading to their successful retirement.