Welcome to Holmes and Associates Financial Services!

Karen Holmes,
MBA, CPA, CFP®

Holmes Financial Principal Advisor

 

 

 

   Alvin Hailstorks, 
        
MBA, CFP®      

Holmes Financial Advisor

 

Check us out on BrokerCheck


Value Proposition

Our objective is to serve individuals and small business owners for whom we provide tax optimized wealth creation, wealth preservation, and sustainable retirement income solutions and implementation.

We strive to understand your goals and objectives, and to maintain an environment of open and regular communication.

Our customized wealth management strategies are designed to help provide financial peace of mind and freedom to pursue your passion or life purpose!