Holli Merchant

Office Manager, Executive Assistant

I find freedom through order…

Hi, my name is Holli. I’m the Office Manager and Executive Assistant at Hunt Country Wealth Management.

I’m responsible for managing our processes and delivering superior service to our clients. I value the opportunity to help you achieve freedom in your financial life by providing a stable, organized foundation on which you can rely.  I’ll likely be the first contact within the company with whom you’ll interact.

I assist you with setting up appointments, answering inquiries, account setup, and keeping you up-to-date on planned milestones and impending timelines. In the end, I ensure you have a premium-level experience from start to finish. 

To that end, I am committed to helping you reinforce your goals as you navigate the next chapter. 

My professional credentials include successful completion of the FINRA Securities Industry Essentials Exam as well as the Securities America–Assistant University and Office Manager training. Away from the office, I’m a Certified Yoga Instructor. I pull from that experience to help our team achieve a sense of balance and harmony across all aspects of our operation. 

With strict attention to detail, I coordinate all aspects of your plan and serve as a liaison to make sure all the components are running smoothly. I’m also charged with ensuring we maintain high standards and strict protocol for privacy and security. 
My goal is to make your road to retirement as smooth as possible.

# MEET HEATHER

MEET CHRIS $

I find freedom through order…

In my personal life, I’ve always gravitated toward the practice of yoga. It provides me a place to exercise and refine my ability to remain calm, regardless of what may be occurring in the world around me. It has given me a stable foundation for order and the freedom to control my choices. 

In life, like in business, there are many things outside of our control. Within financial services, we cannot control what the economy does or doesn’t do. We have no command over the ebbs and flows of the stock market, nor can we estimate with any precision how much inflation will rise or what geopolitical event may next occur. 

Thankfully, it’s outside of these unknowns that we can find true power. It’s here we can build a successful foundation for the future. We can control our planning and strategy. We can control our emotions and our responses. We can overcome uncertainty by making a plan to address and mitigate unforeseen circumstances. And although we may not know what the future holds, we can be prepared and ready for it!

“Order is one of the needs of life which, when it is satisfied, produces a real happiness."

 

– Maria Montessori

Our Services

 

Let’s help you navigate the road ahead…

The Sovereign Series™ Retirement Plan is our signature planning service that will show you how to retire. Powered by the Prepared Retiree Method™, our guided step-by-step framework is easy to follow and provides a written financial plan that outlines the best use of your resources and a path to produce reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement. 

This service was designed for those who want to...

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Feel supported and reinforced working with a Retirement Income Professional

Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your finances and offer a strategy to help you optimize and preserve your resources. This process starts with defining your why. It can be applied to investors who are saving for retirement, building wealth, wanting to manage risk or all of the above.

This service was designed for those who want to...

  • Feel more confident in their investment decisions 
  • Design a strategy to reach planned financial milestones such as retirement 
  • Collaborate with an professional to manage risk and monitor performance

The 90-Minute Strategy Session is a 1:1 session with Chris Merchant, CERTIFIED FINANCIAL PLANNER™. Sometimes you just want to talk to a professional. Whether you want to tap into a broader understanding of a financial topic such as How to Prepare for Retirement or you seek a second opinion on your investment strategy, this session is a great time to discuss the financial considerations on your mind.

This service was designed for those who want to...

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Feel supported and reinforced working with a Retirement Income Professional
We believe retirement should free you. It all starts with a plan.

Have Questions? Schedule 15-Minute Discovery Call™