The Team

Holman, Munsey & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

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

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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

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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

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Our Staff