HOLDER Wealth Management

Daniel Holder is a CFP® and PFS™ with 16 years of experience in financial advising. He is the president of Daniel Holder & Associates, Inc., a public accounting firm he founded in 2001, where he serves as a certified public accountant and prepares tax returns. Holder has been with Holder Wealth Management since 2014 and has a long-standing academic role at the University of Illinois at Urbana Champaign in the Department of Accountancy. Holder Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm employs a research-driven, buy-and-hold investment approach with a focus on index and DFA funds, offering both ongoing management and hourly consulting services.

Geovanny Vega Zamora is a financial advisor at HOLDER Wealth Management with a Series 65 designation and three years of industry experience. He has been with Holder Wealth Management since 2014. HOLDER Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other legal entities by providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and Dimensional Fund Advisors funds, and offers both ongoing management and hourly consulting services.

Charles Holder is a financial advisor at HOLDER Wealth Management in Champaign, IL, with 11 years of industry experience. He holds a Series 65 designation and has worked at the University of Illinois at Urbana-Champaign since 2017, as well as at Daniel E. Holder & Associates, Inc. since 2011. In addition to his advisory role, he operates a legal practice specializing in estate planning, small business formation, real estate law, and taxation. HOLDER Wealth Management serves individuals, trusts, pension plans, charitable organizations, and corporations, offering discretionary portfolio management, financial and estate planning, and hourly investment consulting. The firm employs a research-driven, buy-and-hold approach primarily using index and Dimensional Fund Advisors’ funds, with customized reporting and integrated professional-service relationships.

Ryan Bradley is a financial advisor at HOLDER Wealth Management with 16 years of industry experience. He holds a Series 65 credential and has worked at Smith & Bradley Ltd. since 2012 and at Phebus & Koester since 2009. Outside of his advisory role, he is a partner-level civil litigation attorney at Phebus & Koester Law Firm and owns Smith & Bradley, Ltd., a watch manufacturing company. HOLDER Wealth Management serves individuals, trusts, estates, pension plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and DFA funds, offering both ongoing management and hourly consulting services.