Your TeamHi! We are Rusty, Natalie, Sarah, Penny and Stacey

Meet your Team

We are the people of Holcombe Financial — a place that is passionate for our clients’ independence. It makes us happy when clients never have to worry about money again. We truly believe in the transformative power of financial planning and investing done well. We feel that positive outcomes and good relationships come from an open-minded, collaborative process.

Email us at hello@holcombefinancial.com to learn why we are different.

Our Values

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Creative

Creative

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Every client situation is different and rarely fits into a standard investment model. Creativity is the backbone of our process.

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Clear

Clear

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Taking a complicated financial story and making it simple is our passion. It is important that our clients understand all aspects of every recommendation.

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Compassionate

Compassionate

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In life, hardship and happiness finds all of us. Our role is to support, guide, and listen. Empathy and compassion are the bedrock of our philosophy.

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Cash Flow

Cash Flow

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Cash flow is an irreducible component of personal and professional success. Our job is to protect and create it.

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Our Office

Our office was designed to maximize the interaction between the members of our team. It represents our openness and the importance of design in everything that we do.