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 General Lines Insurance Licenses. Susan’s experience as an insurance broker, primarily in Health and Life Insurance, enables her to provide these services to our clients. She has worked and is licensed and registered in the Financial Services industry since 2008.
As an officer of the firm, Susan works with all the advisors and staff in our branch locations. She provides management and support to advisors and staff from 3 satellite offices located in Texas and Illinois. Holt Financial Group also serves a large credit union brand in Texas. In addition, Susan works as our payroll and HR manager for 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, extended family and friends, and traveling and exploring with her husband Sal.