Hilary Holmes helps turn complex financial information into stories that resonate with clients. As Director of Client Relations & Business Development for Green Financial Group, Hilary is focused on establishing new and deepening existing relationships with a growing client base. Her goal is to help every client feel confident in their level of service and ensure they receive timely, accessible communication regarding their accounts and plans. She also oversees special projects including events, webinars, and building out new and innovative service offerings. Hilary is passionate about creating a wonderful client experience across all touchpoints and accomplishes this through a combination of proactive, personal service and financial industry expertise.
Not everyone can say that they love the fiscal aspect of their job as much as they love working with their clients. But Hilary can (and does). As the daughter of a teacher, Hilary finds great joy in helping and educating others, especially on topics, like finance and planning, that come natural to her. She is motivated by seeing the direct impact her job has on clients’ financial wellbeing and the sense of security they feel as they move into retirement and beyond. She is also passionate about multigenerational planning and nurturing each client as well as their entire family. Clients and team members alike rely on Hilary for her sensible judgement, great listening skills, and ability to turn chaos into calm.
Hilary holds both her Series 7 and Series 63 licenses, which positions her to provide the most comprehensive level of client service. Prior to joining Green Financial Group, Hilary served as a Senior Associate for the Western Region at Moody National Companies, where she worked with sophisticated investors conducting sales and fund raising for REITs and real estate private placements. She also has experience working with high-net-worth individuals and families during her time conducting fundraising at Strake Jesuit High School.
Hilary graduated from The University of Texas, with honors, and holds her degree in Communications Studies. A self-proclaimed perfectionist and nerd growing up, Hilary exceled when it came to math, science, and numbers. Armed with this innate financial finesse and passion for communications, Hilary brings these qualities and more to bear in her role at Green Financial Group. A native Houstonian, Hilary attended Episcopal High School and recently served as President of its Alumni Director’s Council. She was lucky enough to marry her high school sweetheart and is proud of their growing family, which includes their young daughter and chocolate lab, Chili.