My name is Jeffery Holmes, Managing Director of Investream Advisory and Certified Financial Planner™ (CFP®), with an MBA. I founded my RIA, Investream Advisory after working for two major firms and realizing that I was meeting the shareholders’ goals rather than those of my clients. This experience ignited my passion for empowering individuals and families to make more informed financial decisions.

I pride myself on understanding the unique challenges many of us face today and providing tailored solutions to meet your specific needs. As a licensed insurance agent, investment advisor, and realtor, I offer a comprehensive approach to financial planning. My clients can rest assured that I am committed to their long-term goals and dedicated to their financial well-being.