HOLDER Wealth Management

Daniel Holder is a CFP® and PFS™ with 16 years of experience in the financial services industry. He is the principal at HOLDER Wealth Management, where he has worked since 2014, and previously spent five years at Ruedi Holder & Associates, Inc. Additionally, Holder serves as president of Daniel Holder & Associates, Inc., a public accounting firm he founded in 2001, where he works as a certified public accountant preparing tax returns. He has also been affiliated with the University of Illinois at Urbana Champaign in the Department of Accountancy since 2005. HOLDER Wealth Management serves individual and high-net-worth clients as well as trusts, pension plans, charitable organizations, and corporations, managing approximately $284 million in discretionary assets. The firm emphasizes a research-driven, buy-and-hold investment approach primarily using index-style and Dimensional Fund Advisors (DFA) funds, while offering customized portfolio options and regular written reporting.

Geovanny Vega Zamora is a financial advisor at HOLDER Wealth Management with a Series 65 designation and three years of industry experience. He has been with Holder Wealth Management since 2014. HOLDER Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other legal entities by providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and Dimensional Fund Advisors funds, and offers both ongoing management and hourly consulting services.

Charles Holder is a financial advisor at HOLDER Wealth Management in Champaign, IL, with 12 years of industry experience. He holds a Series 65 designation and has worked at the University of Illinois at Urbana-Champaign and Parkland College. Outside of his financial advisory role, Mr. Holder operates a legal practice specializing in estate planning, small business formation, real estate law, and taxation. HOLDER Wealth Management serves individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm manages approximately $284 million in discretionary assets and employs a research-driven, buy-and-hold investment approach primarily using index-style and DFA funds.

Ryan Bradley is a financial advisor at HOLDER Wealth Management with 16 years of industry experience. He holds a Series 65 credential and has worked at Smith & Bradley Ltd. since 2012 and at Phebus & Koester since 2009. Outside of his advisory role, he is a partner-level civil litigation attorney at Phebus & Koester Law Firm and owns Smith & Bradley, Ltd., a watch manufacturing company. HOLDER Wealth Management serves individuals, trusts, estates, pension plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and DFA funds, offering both ongoing management and hourly consulting services.