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


Imlay & Holder Wealth Management

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.

 
Bethanie Taylor

Bethanie Taylor

Director of Operations
Office 913-267-8913


Bethanie can assist you with:
  • Account set up & revisions
  • Paperwork processing
  • Investment Operations
 
Andrea Long

Andrea Long

Director of Investments and Planning
Office 913-676-8080
Andrea can assist you with:
  • Investment account services
  • Portfolio analysis
  • Accumulation & distibution strategies

 

 

 

Kathy Lisbon

Director of Client Relations
Office 913-362-5000
Kathy can assist you with:
  • Scheduling
  • Marketing
  • Online Access

 

 
 

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