Holly has been providing insurance coverage and overall financial services to high net worth individuals, business owners, professionals and their families since 1970.
Holly holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner from the American College in Bryn Mawr, Pennsylvania. She has conducted seminars on financial, business and retirement planning and is frequently asked to speak to groups and organizations. She has been interviewed on the radio discussing ways individuals can reach their goals. Holly has taught courses on investments, insurance and financial planning. Her interest and concern for people enables her to provide prudent and caring guidance to her clients.
Ms. Lundberg is a graduate of Pace University with a Master of Sciences in Financial Services degree.