Holly Hoffman is our Client Relationship Manager at Portman Wealth Management. She has over 20 years of professional customer service and executive assistant experience. She has been such a breath of light to our firm since she came on board in March 2024. Whether it is making sure our clients needs are met or helping us market to serve new families, Holly's impact has been invaluable.
In her freetime she loves enjoying time with her husband Craig, daughter Hannah, and her pup Archie. Whether it is spending time outdoors, hiking, or playing pickleball, Holly enjoys life wherever her feet are. We are blessed to have her on our team and as a resource to our clients!