Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Don Holt is a Financial Advisor, Enrolled Agent and an Insurance Agent licensed to offer annuities, life and long-term care insurance products. Don has more than 30 years of experience helping clients accumulate wealth, working with client's Estate Planning Attorney to execute wealth transfer plans designed to fulfill client goals, and maintaining those strategies focused on the retention of wealth net of tax.
Client Service Associate
Linda Holt has been with AIM and Associates from our beginning in 1985. She oversees office operations and works closely with clients to provide services that help accommodate individual client needs.