Meet the Team

Team photo

Mark A Holder

Mark A Holder, CLU®, ChFC®, CFP®

Wealth Management Advisor
Office 913-748-0596

Mark is my strategic partner in providing comprehensive, wholistic planning with expertise in:

  • Investment strategies
  • Wealth Management and Wealth Distribution
  • Business Continuation Planning
  • Employee and Executive Benefits

Mark has over two decades of experience in our industry, holds his series 6, 66, 63 and 7 security licenses as well as advanced professional designations such as CLU, ChFC and CERTIFIED FINANCIAL PLANNER™ Professional.

Mark grew up in Missouri and is a graduate of Northwest Missouri State. He lives in Leawood with his wife, Leslie, and their two school aged daughters. Mark is a big sports fan, loves to travel with his family, and is active in his church.


 
Ashley Prettyman

Ashley Prettyman, CLTC®

Director of Operations and Client Service
Office 913-676-8083
Fax 913-273-0802

Ashley can assist you with:

  • Insurance processing from application, underwriting and delivery
  • Service needs for Insurance, Annuities or Mutual Funds

Ashley assists clients in various ways as she’s learned nearly all facets of our business since joining in May 2009. You will find working with Ashley to be easy and enjoyable and she can be a great resource to you for any question you may have.

Ashley graduated with a Bachelors of Arts in Business Administration from Graceland University. She is licensed in Life, Disability, Long Term Care, Annuities and has her Series 6 & 63.  She and her husband Tim reside in Overland Park with their four children.

 
Andrea Long

Andrea Long

Director of Investments
Office 913-676-8080

Andrea (Andie) can assist you with:

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

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.

 
Lisa C Browning

Lisa C Browning

Marketing and Client Relations Manager
Office 913-676-8070

Lisa can assist you with:

  • Scheduling an appointment
  • Insurance policy services

Lisa is our Marketing and Client Services Manager. She assists my practice in the areas of policy owner service, marketing, client appreciation and scheduling. She brings a strong commitment to customer care and currently coordinates my client appointments.

Lisa is a graduate of the University of Kansas with a Bachelor of Arts in Communication Studies. She holds her Life and Health Insurance license in the states of Kansas and Missouri. Lisa and her husband, Chris, live in Overland Park and have three grown children.

 
Imlay & Holder Wealth

Jeffrey A Imlay, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Imlay & Holder Wealth

 

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