Holly McCartney, CPA, CFP^®

Holly focuses on organization, transparency and communication to ensure clients are receiving the level of service they deserve. Colleagues appreciate her collaborative approach to managing complex relationships, as well as her willingness to dig into the details while not losing sight of the big picture.

With a background in wealth management, Holly has broad experience advising ultra-high-net-worth individuals, families, and family offices. She has assisted clients with estate planning and implementation, portfolio construction, custom reporting, investment administration, cash management, personal financial planning and tax coordination. Today she primarily focuses on providing oversight and coordination for clients with diverse accounting and tax needs.

Holly lives in Grosse Pointe Woods, Michigan, with her husband and son. They enjoy spending time with family, trying new restaurants in Detroit and exploring Northern Michigan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.