Holly Bakker joined Custer Burish Financial Services (CBFS) in 2023 as a Financial Planner Assistant after attending Calvin University in Michigan where she received her BA in Financial Planning. Before her senior year, she interned for the Office of Auditor General as an audit intern. She audited Michigan’s Liquor Control systems and discovered licenses that were illegally given.
Holly is currently working towards her Financial Industry Regulation Authority (FINRA) SIE, series 7, series 65 licenses, and Accident & Life (Disability) and Health Insurances licenses in Wisconsin. Holly Clark’s positive attitude and critical thinking has been an integral part of the Custer Burish team.
In her free time, Holly enjoys playing Badminton, card games, baking, and reading. On the weekends, Holly is often competing against her husband in either a board game or a cook off.