Holly Gaard

Client Service Coordinator

Holly is honored to have joined Lee Wealth Management in 2022.  She was born and raised in Cedar Falls, Iowa, and received her BA from Georgetown University.  In her time on the East Coast, Holly had the opportunity to learn about international finance working as a Business Control Analyst for Citigroup Global Markets.  She also spent time serving as a Criminal Analyst for INTERPOL Washington.  Holly is interested in using her analytical skills to support Lee Wealth Management.  She is dedicated to providing quality client assistance by continuing the long established tradition of excellence at Lee Wealth Management.  Outside of work, Holly enjoys spending time with family, running, and baking.