Anthony Poehling is a CFP® certificant with nine years of industry experience, currently serving as the sole advisor at Holleyjo Wealth Advisors in Edina, MN. His prior roles include ownership of Poehling Capital Management, Inc. and a position at Fulcrum Learning Systems, Inc. Since 2002, he has been involved with the Foundation for Teaching Economics as a youth lead trainer, working with high school students on economics and leadership integration.
Holleyjo Wealth Advisors manages approximately $6.7 million for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a disciplined investment approach that combines fundamental, quantitative, and qualitative analysis across a range of asset classes, incorporating derivatives and structured options strategies to pursue various objectives.