Welcome to the intersection of financial services, technology, and the innovation economy.

Meet Jen

As a seasoned executive with over 25 years of experience, Jen Hollers understands how to navigate the intersection of financial services, technology, and innovation economy. She brings deep experience in growing start-up initiatives, leading and mentoring teams, developing near- and long-term business strategy, and delivering investment advisory and financial planning solutions.

Focus Areas

  • Building new business lines

    Standing up business lines from end to end, with focus on fiduciary and governance best practices

  • Leading teams of high performers

    Coaching and guiding teams in setting and monitoring business goals for growth-oriented organizations

  • Delivering multi-level wealth strategies

    Implementing wealth management, capital strategies, and financial planning

  • Developing tailored lending solutions

    Delivering full range of solutions from bridge, mortgage, and private stock loans to leveraging co-invest/capital commitment for private equity and venture capital

Speaking & Thought Leadership

Jen regularly develops thought leadership and speaks at conferences on topics, such as:

  • Planning within the innovation economy

  • Financial literacy

  • The psychology of financial planning

  • Equity in finance

  • Scale and sale of businesses

Authored for Journal of Financial Planning

  • Subscriptions and a Sustainable Business in Financial Planning

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Authored for Kestra Financial

  • Breaking the Cycle: Overcoming Early Messages to Empower Women's Financial Futures

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  • Minimize Taxes on Qualified Small Business Stock

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  • Personal Pre-IPO Planning Checklist

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  • Estate Planning in a Changing Interest Rate Environment

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