Get to know Kelly Holtman


Kelly Holtman

Client Services, Investment Advisor Representative

Kelly serves and empowers clients by taking a comprehensive approach to financial planning while cultivating strong and enduring relationships. Having personally navigated the challenges of starting anew after a divorce, she recognizes the profound impact financial decisions have on various aspects of life.

With over 15 years of experience in the financial services industry, Kelly is able to help clients identify their unique objectives and collaborate with them to develop a plan to work toward achieving their goals.

With a clear plan in place clients gain the ability to pursue their interests and live their lives with confidence. Kelly holds a bachelor’s degree in business from Westminster College of Salt Lake City. She completed the Series 24, Series 7, Series 66, and Series 65 exams, in addition to holding life/health insurance licenses.

She is a native of Utah, proud mother to her son Nathan, daughter-in-law, Emma and two grandchildren. During her leisure time, she enjoys painting, playing violin, kayaking, indoor climbing, and serving on the South Jordan Arts Council.