Kelly Holck

What path led you to wealth management?

I have always been interested in wealth management. A career opportunity at TFO just happened to cross my path at the right time.

Why did you join TFO Wealth Partners?

I joined TFO because it felt like the right fit. A mutual friend referred me to the company and I’m so glad he did. It’s been one of the best career decisions I’ve ever made.

What most excites you about your work?

The most exciting thing about my work is that it is ever-changing and always challenging. There is so much more to learn!

What has been your most rewarding career experience?

My most rewarding career experience is working with a group of colleagues and on a team where I feel valued and appreciated. I truly love coming to work at TFO every day. It is a pleasure working for a company that values their employees and clients in such an extraordinary way. It is so exciting to see the growth of the company and to know that I am a part of it.

What personal accomplishments are you most proud of?

I am most proud of my husband who works incredibly hard for our family and our community. I am also proud of my two adult children who are competitive, independent, and hardworking.

What are some of your life's biggest influences?

I have a variety of influences in my life. They are the people I choose to surround myself with in order to be a better person and grow. My parents have shown me unconditional love and what a successful marriage looks like. My husband and my kids are my world and I work hard every day to make a better life for our family. My close friends provide support and laughter and I value those friendships because they bring as much happiness to my life as my family does.