Karen Holt

As a Wealth Advisor with PeachCap, Karen is committed to providing her clients the highest level of professionalism and personal service. Karen specializes in retirement planning, 401k rollovers, annuities, and insurance for affluent individuals, business owners and professionals. Karen believes a good investment program enhances personal wealth by increasing income consistent with each client’s risk tolerance and investment objective. Karen believes that before you make an investment decision, it is important to understand where you are today and where you want to be in meeting your investment goals. Once she fully understands her client’s goals, she works to recommend a suitable investment program, and works with her clients to monitor and maintain their progress towards their financial goals going forward.