Holden Family Office, LLC

Sean Meunier is a financial advisor at Holden Family Office, LLC with a Series 65 designation and two years of industry experience. He is also the managing member and general partner of Holden Capital, LLC, a private fund based in North Palm Beach, FL. Prior to his current roles, he worked at Chimera Corporation, Trainerspace, and Lynn University. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, charitable organizations, and corporations. The firm offers customized portfolio management, family office and governance services, consolidated reporting, and business advisory work, including mergers and acquisitions advice and market research.

Tyler Kiepke is a financial advisor at Holden Family Office, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Tyler is also involved in managing futures contracts through Eleven Two Investments LLC, where he serves as managing member. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, and other entities, offering customized portfolios across public securities and alternative private investments. The firm also provides family office services, consolidated reporting, and business advisory work, including mergers and acquisitions advice.

Joel Braswell is a financial advisor at Holden Family Office, LLC with a Series 65 credential and one year of industry experience. Prior to joining Holden Family Office, he worked at Savant Wealth Management and has a background that includes engineering and education. Holden Family Office provides discretionary and non-discretionary investment management to individuals, family offices, charitable organizations, and corporations. The firm customizes portfolios based on client objectives and risk tolerance, managing assets through separately managed accounts and pooled vehicles while offering family office, governance, and business advisory services.