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eople
Kalon Hoard
Senior Vice President; Chief Compliance Officer - Investments/Planning
Kalon is the Senior Vice President and Chief Compliance Officer for Holland Advisory Services.
He has been with the Holland Financial family of companies since July, 2000. Kalon is responsible for managing the company’s day-to-day activities as well as overseeing compliance and investment management.
Kalon is a Certified Financial Planner®, and has the AWMASM (Accredited Wealth Management Advisor) and AAMSSM (Accredited Asset Management Specialist) designations through the College for Financial Planning. He also has his FL Life, Health and Variable Annuity License (215). Kalon has a BS degree from Trine University (formally known as Tri-State University) in Angola, Indiana and has held the Series 6 and Series 26 Security Licenses. Kalon is currently a Chartered Financial Analysis Level 1 candidate.
Kalon has been married for 20 years. In his spare time he enjoys softball, reading and his two children’s music and sports activities.
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Kimberly A. Becker Brokerage and Operations Leader
Kimberly handles the preparation of implementations, asset obtainment and billing. Prior to joining Holland Advisory Services, Kimberly spent 22 years as a Financial Specialist in the banking industry. She earned her BS from the University of Central Florida and holds Securities Licenses 6 and 63, Florida Department of Insurance Licenses-Health and Life, Variable Annuity & Health and she is a Notary Public.
Kimberly enjoys spending time with her family and friends.
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Carla Gorczewski Compliance Assistant
Prior to joining Holland Advisory Services, Carla spent 11 years in the financial arena working as a financial assistant/operations manager for Wachovia Securities, Merrill Lynch and A. G. Edwards. Carla attended the College of Marin in Kentfield, California.
Carla moved to the United States from Holland at the age of 16.
In addition to being fluent in Dutch, Carla enjoys Yoga and volunteering in her local community.
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Andrew Thrasher
Investment Analyst
Andrew Thrasher became an associate adviser with Holland Financial in 2009. After several months of concentrated study under David Holland, Andrew's skills as a research analyst were focused on Holland Advisory Services. He performs in-depth research into the financials and technically charts each security that is recommended in our strategies. Andrew received a Bachelor degree in Financial Counseling and Planning from Purdue University and holds his Series 65 license as well as his Florida Life, Health and Variable Annuity insurance license.
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Jeff Thrasher Senior Vice President, Operations
Jeff serves as Senior Vice President of Operations for Holland Advisory Services. Prior to joining the team at Holland Advisory Services, Jeff was an internal Account Representative with AIG/American General, a financial services company located in Springfield, Illinois. Earlier in his career he was a financial adviser who guided clients in the areas of financial and estate planning. In the mid-eighties Jeff was an insurance agent with a large mutual life insurance company.
Jeff received his BA from William Jewell College in Liberty, Missouri. He has also completed the FINRA Series 65 registration.
Jeff has been married 26 years, has one son, and enjoys reading, golf, water activities and travel.
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Matt Zuber Portfolio Manager
Matt joined Holland Advisory Services in 2005. He is responsible for financial analysis, asset selection/allocation, investment strategy and implementation, ongoing monitoring of investments, and managing day-to-day portfolio trading.
Matt holds two Bachelor Degrees, one in E-commerce and the second in Information Systems, plus a Minor in Finance from the University of Toledo College of Business in Ohio. He also holds his AAMSSM (Accredited Asset Management Specialist) designation from the College for Financial Planning (CFFP) and is Series 65 Licensed.
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Hady Lagrotta Director of Retirement Planning
As the Director of Retirement Planning for Holland Advisory Services, Hady and her Retirement Dream BuilderSM team are responsible for assisting financial advisers throughout the United States in the analysis of client assets and the presentation of investment strategies for retirees and baby boomers. Hady has extensive experience in executive-level administration, sales and marketing, and a background in accounting from Kapiolani College in Hawaii. She has earned her Retirement Planning Designation as a Retirement Income Specialist. She also has her Florida Life, Health and Variable Annuity license (215), and her Series 65 License.
Hady was born in Taiwan and moved to the United States at age ten. She enjoys travel, cooking and piano. Taiwanese and Mandarin-Chinese are Hady’s second and third languages.
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Carmen Aponte
Financial Planning Assistant
Carmen is one of our Financial Specialists. She is responsible for analyzing client financial information and preparing presentations for investment recommendations, income projection opportunities and annuity recommendations.
Photography is Carmen’s favorite hobby.
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Sunita George
Financial Planning Assistant
Sunita is a Financial Planning Assistant with our Retirement Dream BuilderSM team.
Prior to joining Holland Advisory Services, Sunita held positions at Robert Half International, Nissan, HP-Compaq and 3M Corporation. She has a BA in Economics and History. In her free time, Sunita likes to watch sporting events, go to the movies, and read.
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Katie Reilly
Financial Planning Assistant
Katie graduated from Stetson University with a Bachelor degree in Finance. Immediately after college, she entered the financial services industry working as a financial associate with one of the largest financial firms in the area. In 2009, Katie became a Client Service Representative in our Lake Mary branch. After a year of service with Holland Financial, Katie took on the new role of Financial Planning Assistant with the Retirement DreamBuilder Team. She is responsible for preparing in-depth retirement planning presentations which form the basis for recommending retiree investment strategies to Holland Financial’s client base. Katie holds her Series 7 license as well as her Florida Life, Health and Variable Annuity insurance license.
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