The Team

Holman, Munsey & Associates
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Craig Holman

Craig Holman

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

McPherson College, B.A., History and Political Science, 1979
CA Insurance #0C79475

VISIT MY WEBSITE

Denise O'Connor-Munsey

Denise O'Connor-Munsey

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Saving for Education
  • Estate Planning Strategies
  • Investments

Education

University of Illinois at Chicago - Bachelor of Science in Engineering
CA Insurance #0D64245

VISIT MY WEBSITE

Sonia Hicks

Sonia Hicks

Associate Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances

Education

Finance and Management, B.S., McPherson College, 2006-2010
CA Insurance #0J04348

VISIT MY WEBSITE

Our Staff

Cindy Goldsmith

Cindy Goldsmith

Paraplanner

Kristen Reynolds

Kristen Reynolds

Administrative Assistant

Lori Jowers

Lori Jowers

Office Manager

Robin Grant

Robin Grant

Receptionist