Holly is a native of Bedford County and is a graduate of Lynchburg College with a bachelor's degree in Managerial Economics. She started her career with Legg Mason in 1996 as a Client Associate, and in 2008 became a Financial Advisor. Holly is Series 7, 9, 10, 63, 65, Life, Health, Annuities and LTC licensed. Holly enjoys building lasting relationships with clients while helping them reach their financial goals.

Outside of the office, Holly enjoys gardening, cooking and spending time with her family. She resides on a farm in Moneta with her husband, Keith. They have four children, Erica, Andrew, Danielle and Sarah. Holly has been active in her community by serving on many non-profit boards and through 4H and FFA. 

Matt is originally from Woodbridge, Virginia. He received his Bachelor of Science degree in Finance, from Virginia Tech. He started his career in 2002 as a financial advisor with John Hancock and joined The Bedford Group in 2007. Matt is Series 7, 6, 63, 65, Life, Health, Annuities, and LTC licensed. Matt believes strongly in developing long-term relationships with clients and helping them meet their life goals through sound financial advice. 

Matt and his wife, Sarah, reside in Bedford County with their three children; Hunter, Haley, and Natalie. Outside of the office you can usually find them on a ball field. His kids are multi-sport athletes and he has coached many youth sports teams. They love the outdoors, sports, travelling, and good food. They also have a large extended family that they spend a lot of time with. In his spare time, Matt loves to hunt, fish, run, and play golf.

Jaci is originally from Roanoke Virginia, and moved to the Smith Mountain Lake area in 2005. She has 15 years' experience in Property Management & Marketing, as well as 8 years' experience in the Private Banking Industry as a Teller, CSA, and Assistant Branch Manager. Jaci has been working in the Securities Industry since 2018 and is currently working to get her series 7 license.

Outside the office, Jaci enjoys her family time with her husband Steve, and their 6 children and 6 grandchildren. She enjoys all 4 seasons of the year that Virginia offers, being on the lake, boating, floating and also visits to the beach and mountains. She is an active member of her church, Eastlake Community Church.

James and his research team provide equity research and updates, portfolio analysis tools, and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses, and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson’s roughly 350 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles, with an MBA in finance, a bachelor’s degree in economics/management, and also holds the Chartered Financial Analyst^® designation.

Rob works with D.A. Davidson financial professionals by delivering customized strategies for clients regarding estate planning, business succession, and wealth transfer or tax minimization questions. His 30-year career in banking and financial services has included a wide range of roles and responsibilities, most recently as senior financial planner for Umpqua Private Bank, where he led the planning efforts for the firm. Rob earned the CFP^® designation in 2010, and the Enrolled Agent credential from the IRS in 2016, each informing his work as a planner, and passionate advocate and trainer on planning.