Advisory Team

Team photo

Mark A Holder

Mark A Holder, CLU®, ChFC®, CFP®

Wealth Management Advisor
Office 913-748-0596
 

 
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

As the Director of Operations, New Business and Client Service, 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)

Andrea is our Associate Wealth Management Advisor and Senior Director of Investment & Planning Operations.

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

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.