Holly Gage
Associate Advisor
Houston, Texas, United States
Summary
👤
Senior🎓
Top SchoolHolly Gage is an Associate Advisor based in Houston with 11 years of experience helping individuals, families, and business owners navigate complex wealth management decisions. With an MBA in Finance and a CFP® certification (Dec 2024), she builds customized financial plans and investment solutions that prioritize clarity, risk mitigation, and legacy strategies. Her background spans client-facing relationship management at Clarus Wealth Group and fintech advisory at HighRadius, giving her a rare blend of traditional wealth planning and technology-enabled operational insight. Holly is known for simplifying financial complexity and delivering a differentiated, trust-driven client experience that consistently drives referrals and client satisfaction. Early roles in restaurant management and corporate co-ops underscore her operational grit and commitment to service under pressure. She combines strategic financial acumen with practical empathy to empower clients toward confident, long-term outcomes.
11 years of coding experience
5 years of employment as a software developer
Master of Business Administration - MBA, Finance and Financial Management Services, Master of Business Administration - MBA, Finance and Financial Management Services at Sam Houston State UniversityBachelor of Business Administration - BBA, Marketing, Bachelor of Business Administration - BBA, Marketing at University of Houston, C.T. Bauer College of Business
English
Github Skills (15)
perl9
duckduckgo9
floppy7
zip7
javascript7
stream7
php5
disk4
streaming4
bus4
api3
mta2
python2
linux1
shell1
Programming languages (3)
Github contributions (5)
hollyt/BC-Computational-Grid
Dec 2014 - Dec 2015
Contributions:86 commits, 74 pushes in 1 year
hollyt/hollyt.github.io
Oct 2015 - Jan 2019
Contributions:20 pushes, 1 branch in 3 years 3 months
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