Advisor at Inspired Financial Planners
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Firm
Inspired Financial Planners
Location
Hendersonville, NC
Credentials
CFP®, CPA, PFS™
Industry experience
23 years
Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005!
Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face.
Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.
0.75%
$2000+/engagement
Inspired Financial Planners, LLC
2019 - Present (7 years)
Retired
2019 - 2019 (1 year)
AVL WealthCare, LLC
2017 - 2018 (1 year)
AVL WealthCare, LLC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Fletcher, NC
Carrington Financial Planning, LLC
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives. I also believe that good financial planning must be collaborative in order to be successful. I work with clients through every step of the process on the way to achieving financial peace of mind. As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion. That means that I view investment portfolios as just one component of a client’s financial picture. Good comprehensive financial planning should bring together all aspects of your financial life. With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
ChFC®, Series 66
Hendersonville, NC
Edward Jones
Series 63, Series 65, Series 66
Asheville, NC
Edward Jones
Series 66
Hendersonville, NC
Edward Jones
Series 66
Hendersonville, NC
Edward Jones
Series 63, Series 65
Hendersonville, NC
Merrill
Keith Holloway is a Financial Advisor with Merrill Lynch Wealth Management who has been in the financial services industry since 2011. He joined Merrill in 2020 and holds FINRA registrations earned in 2014. Keith focuses on helping affluent individuals develop personalized financial strategies by understanding both their short- and long-term financial goals. His expertise includes legacy planning, managing new wealth, and personal retirement planning. Keith earned a bachelor's degree in Psychology from Appalachian State University. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach to wealth management emphasizes listening carefully to clients’ needs and creating comprehensive plans tailored to their unique financial situations, evolving as their life goals change over time. Keith and his wife, Lara, live in Hendersonville with their three children. They are active in the community, supporting education. Outside of work, Keith enjoys football, reading, soccer, and spending time with his family.
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