CAMRYN HOLT, AIF

​Camryn Holt has been working with retirement plans since 2002. Camryn has expertise working with many private and publicly traded companies. When it comes to retirement planning, most clients are busy with their real lives. Camryn's goal is to make their quarterly meetings interesting, engaging and worth their time. She is best known for listening, understanding, honesty, straight-talk and problem solving, no matter how large or small the issue. She has helped clients with multiple solutions - from governance training to using their current technology - to find creative ways to design education campaigns, creative plan design and investment discussions.

Retirement and Investment Consultant

cholt@wealthplanadvisor.com