WHO WE ARE
Michael W. Holland, CEO, CCO, Principal, Owner
| Phone: 972-888-6030
Michael Holland started his career in the financial world working for insurance companies. Discouraged after 5 years of sub-optimal results for his clients he changed focus and started a technology-based athletic apparel business. He was approached by Fred Slack to re-enter the investment field. Fred Slack taught a superior way to deliver results to clients and Michael was immediately interested in helping people break through and truly succeed in managing their wealth. In 2014 he entered the business determined that the efficiencies he has learned and developed can help more people build their own prosperity.
Micheal Keane, Registered Rep
| Phone: 972-888-6030
Michael P. Keane began his career overseeing the marketing department for a popular retail center in Miami, Florida. After the property changed hands, Michael decided to move on and become one of the retailers he spent so many years supporting. He formed a new concept that quickly expanded to other locations in South Florida and eventually to the Dallas area. A decade later, Michael was ready for another adventure, so he sold his business and joined the world of finance. Specializing in wealth management and entrepreneurial support, Michael is able to lean on his experience as a small business owner. He understands the tough road to success, and looks forward to helping others navigate their path.
Peter DeWitt Holland,
401k Representative
| Phone: 972-888-6030
William Perkins, Registered Rep
| Phone: 972-888-6030
William Perkins focuses on helping people with: 401(k)s, 403(b)s, IRAs, 457s, Standard Mutual Fund accounts, and more. William constantly seeks out continuing educational opportunities. He also works as a firefighter/paramedic with Arlington Fire Department. Due to his work as a Firefighter, William has learned the importance of honesty, integrity, and professional excellence. He strives to translate these values and principles when working with his clients.
Asante Williams, Registered Rep
| Phone: 972-888-6030
Asante Williams serves as a registered representative of International Research Securities. He works closely with individuals, families and small businesses to help them strategically plan for retirement, college and wealth building while navigating complex tax situations. His areas of focus are 401(k) set ups, rollovers, wealth transfers and investment planning for children's 529 plan and UGMA/UTMA accounts. Asante has been satisfying clients with the firm for going on 3 years now and looks forward to partnering with you to meet your financial goals.
With decades of corporate experience, Peter Holland's participation in business ownership gives him perspective regarding 401(k) costs and investment performance. He focuses on compliance with Department of Labor's changing guidelines to improve employees investment results by reducing costs and increasing returns. He specializes in providing comprehensive Trade Association Plans 401(k)(TAP).