RETIREMENT VISIONS

CONNECT

Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

Susan Holt

Susan Holt

Director of Operations and Markets

Susan Holt is our Director of Operations and Markets. She acts as the operational intermediary for our multiple branch operations. Susan is a licensed registered assistant and holds a Series 6, 63 and Insurance Licenses.  Susan's experience as an insurance broker, primarily in Health and Life Insurance, enables her to provide these services to our clients.

As an officer of the firm, Susan works with the advisors and staff in our branch locations.  She provides management and support to 6 satellite offices located in Texas and Illinois.  Holt Financial Group also serves two large credit union brands with thirteen branches.  In addition, Susan coordinates workflow, compliance and client events for our Boerne, Texas and Gurnee, Illinois offices.

Susan was born and raised in Beaumont, Texas. She has two sons, Joshua and Jacob.  Her favorite things are spending time with family and friends and travelling and exploring with her husband Sal.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck