Kelly Holtman

Kelly Holtman

Analyst / Advisor

Kelly Holtman has been in the financial services industry for over 11 years. Kelly began her career as Director of Operations at Omni Brokerage, Inc., a firm specializing in securitized real estate. From there she moved on to work for E*Trade Securities where she gained industry knowledge of equity and fixed income markets. Most recently Kelly worked at Presidio Wealth Management, where she began as the Operations Manager and later moved into an Advisor role.

Kelly graduated from Westminster College with a Bachelor of Science Degree in Business. She is a freelance artist and is active in the Utah art community. Kelly serves on the Board of the Utah Watercolor Society, the South Jordan Arts Council and Soroptimist International of Salt Lake, an organization that sponsors programs that lead to the social and economic empowerment of women.