Cleo Holder

While growing up, my family always quoted the proverb, “Let the wise listen and add to their learning.” As a child, it didn’t make much sense, but when my father passed away just days after my 21st birthday, I finally understood its meaning. Everything he built suddenly depended on my mother’s leadership. The financial world, as I’m sure you know, can be overwhelming, but because she listened and remained patient, she helped protect my family and provided for our future.

That has served as my model for financial guidance ever since. I’m fortunate to have over thirty years of experience in the financial services industry. Listening remains vital to my work, and as a family steward, open communication defines my client relationships. The more we talk, the better we perform. As a father of three grown children, I am constantly reminded of the joys in my life. They are worth protecting. I bring the same enthusiasm to all of my clients’ needs, whether we’re transferring wealth from generation to generation or building a lasting legacy.

For Fun

I love being at the office. When I’m not, you can find me vacationing in Gulf Shores, Alabama with my family, spending time with my grandchildren and cheering on the Cardinals, Colts, and Boilermakers. For extraterrestrial thrills, I enjoy learning to fly single engine airplanes.

Affiliations & Certifications:

Wabash Valley College
CERTIFIED FINANCIAL PLANNER (™) professional
Series 24 Registered Principal