Mark A Holder, CLU®, ChFC®, CFP®
Wealth Management Advisor


Imlay & Holder Wealth

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert staff. Together, we make a strong commitment to customer service.  Here you will find a listing of the people who help make it happen.  If you have a problem or need assistance at any time, please let us know.


Jeffrey A Imlay

Jeffrey A Imlay, CLU®, ChFC®, CLTC®

Wealth Management Advisor
Office 913-676-8038

 
Bethanie Taylor

Bethanie Taylor

Director of Operations
Office 913-267-8913

Bethanie can assist you with:

  • Investment account set up and revisions

  • Insurance policy services

Bethanie graduated from Olivet Nazarene University with a degree in Intercultural Studies. She lives in Spring Hill with her husband, son and two dogs.

 
Andrea Long

Andrea Long

Director of Investments and Planning
Office 913-676-8080

Andrea (Andie) can assist you with:

  • Accumulation, Distribution, and Tax Efficient PlanningStrategies
  • Portfolio Analysis (Risk assessment, hypotheticals, diversification)
  • Investment Account Services (Trading, asset movement, maintenance)

Andrea is our Associate Wealth Management Advisor and Senior Director of Investment & Planning Operations.

As a FINRA registered representative, she holds both a Series 7 & Series 63. She also holds a Life and Health license and three Associate Degrees. Her responsibilities include overseeing, designing, and implementing investment related activities and strategies.

Andrea is an avid Chiefs fan and enjoys spending her free time with family, friends, and her two dogs, Izzi and Romeo.

 

 
Kathy Lisbon

Kathy Lisbon

Director of Client Relations
Office 913-362-5000

Kathy can assist you with:

  • Scheduling
  • Account assistance
  • Insurance application assistance

As the Director of Client Relations, Kathy helps clients in the scheduling of Mark’s calendar.  Kathy can also answer questions you may have with your online account and with the Insurance Application processes.  You will find working with Kathy to be a smooth and enjoyable experience. 

Kathy enjoys spending her free time with her family, 4 beautiful grandchildren and her two Maltese dogs.  Kathy is from the surrounding KC area and resides in Prairie Village.  

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.