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Holly Watkins

Holly is known for high-quality service and personal involvement with her clients. With over 20 years of experience and a passion for learning, she thrives on understanding each client’s “why.” Focusing on real estate, she analyzes market trends and strives to open conversations around short-term and long-term planning. Internally, Holly constantly optimizes efficiency to improve internal processes as technology shifts.

Holly and her husband have one teenage son and four dogs. They admittedly get overly involved in their son’s activities. He is an only child, so despite the eye rolls, he is okay with it. Holly loves to experiment and learn. She writes, exercises, paints, draws, reads (well, “audibles”) anything that sparks an interest, hunts, hikes, and sews. She even holds a patent for a baby burp cloth with her mom.

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Austin College, BA; University of Texas at Dallas MS; University of North Texas – certificate in gerontology; Southern Methodist University – CFP program

Industry Expertise

Service Expertise


  • Texas Society of CPAs


  • CPA
  • CFP®
  • Lean Six Green Belt
  • Certificate in Gerontology
  • Certificate in DISC

Community Involvement

  • Jesuit College Prep
  • St John’s Episcopal School