Holly Calandra
Client Service Associate
As a member of the Client Services team at Coleman Financial Advisory Group LLC, Holly Calandra supports the advisory team in delivering a high level of service and care to our clients. With over 28 years of client service experience in the industry, Holly has the ability to anticipate client needs and manage complex administrative processes with confidence. Holly is responsible for account openings and ongoing maintenance, client onboarding and communication, paperwork processing, and meeting coordination. If you call the office, she is likely the first friendly voice you will hear on the other line.
