Karly Holland, CFP®, CTS™

Vice President, Advisor

Bethesda, Maryland

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She supports clients with planning preparation, meeting support, and clear recommendations. She specializes in tax-aware planning, including Roth conversion analysis and retirement-focused strategies.
She brings expertise in tax projections, return review, and planning implementation support. She earned a B.S. in Financial Planning from the University of Georgia, graduating magna cum laude. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Tax Specialist™ credentials and participates in planning associations.
Her approach is educational, detail-driven, and client-centered. She translates complex tax and planning concepts into practical options. She believes clarity reduces stress and helps clients move forward confidently.
She lives in Virginia with her husband and two daughters. She enjoys reading and spending time outdoors, including hiking with her dog, Mabel. She loves Mexican cuisine.