Holly Gallagher CFP®, AIF®, A Traverse City native, Holly is a well-known financial professional in northern Michigan. She specializes in wealth management, providing clients with an overall picture of their financial portfolios that goes far beyond simple investments. Her expertise allows her to make recommendations in estate planning, tax strategies and insurance coverage that benefit her clients. Because she is independent, her recommendations are truly objective, and her loyalty is to her client, not to a particular product or investment fund.
Holly has taught money management courses at several northern Michigan colleges, and had many articles published in area publications, such as the Northern Michigan Business Journal and the Traverse City area Chamber of Commerce newsletter. Holly has been a guest speaker on the popular radio show Michigan Business Beat and has spoken at several professional organizations, including Michigan Education Association, AAUW and Munson Medical Center Patient Education department.
Holly holds a bachelor's degree in business administration from Central Michigan University She has worked for two Fortune 500 companies before opening her own firm in 1999. She has served clients in financial planning for 19 years. She lives in Traverse City with her husband Doug and their children Madison and Douglas.
Breanna Nickerson joined Horizon Financial in 2012. She began working part-time and has progressed to be our full-time administrative assistant. Breanna enjoys working with clients to provide excellent service while building trusted relationships. She works closely with Holly and is the direct contact person for:
- Scheduling client appointments
- Assisting clients in setting up online access to view accounts
- Processing distributions
- Modifying account information (including phone number/address/email changes, beneficiary updates)
- Opening new business and fielding questions on current accounts
Breanna is finishing her Bachelor’s Degree through Ferris State University. She will then pursue further courses and training to continue to provide more for Horizon Financial clients. In her spare time, Breanna enjoys the outdoors.