RETIREMENT VISIONS

CONNECT

Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

Our Team


Sal Holt
Founder & Managing Partner


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Susan Holt
Director of Operations,
and Markets

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Erik Holt
Financial Advisor


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James Wengler
Portfolio Analyst


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Natalie N. Bean
Executive Assistant


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Barbara Dahm
Executive Assistant,
Gurnee Operations Manager

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