Our Qualifications

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Holmes and Associates Financial Services, LLC has been providing various tax planning and financial services to individuals and small businesses for over nineteen years. Additionally, our Wealth Management Advisor, Ms. Holmes, has over eighteen years of experience working for various Fortune 500 companies in Financial Management and Senior Management positions. We understand the issues and challenges faced by companies providing competitive benefits for employees.

Ms. Holmes is active in her church and serves on the Trustee Board and chairs the finance committee.

Holmes and Associates Financial Services, LLC's mission is to help people work towards their financial goals and to pursue their passion or life purpose!


Degrees, licenses, and designations:

CPA   Certified Public Accountant
CFP®   Certified Financial PlannerTM
MBA   Master of Business Administration from University of Maryland
BBA   Bachelor of Business Administration from Howard University
Insurance Agent (Life, Health, and Variable products)
Member of Maryland Association of CPA's
Member Financial Planning Association (FPA)