nicole middleton

Nicole Middleton Holloway, CFP®

Founder and CEO (she/her)

My personal mission is to support women and the next generation of investors as they take confident steps toward financial independence. I focus on working with new inheritors of wealth and female professionals at the middle or peak of their careers who want to lead purposeful lives, take ownership of their financial futures, and invest responsibly.

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dennis middleton

Dennis Middleton

Founder and Managing Partner (he/him)

With Strategy Squad, Dennis brings decades of financial and tax experience to help our clients make the right choices on financial strategies to select. For over 30 years, Dennis has held responsible positions with major accounting firms and publicly held companies in the areas of financial accounting and tax services.

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Diana G. Yáñez

Diana G. Yáñez, CFP®, RLP®

Wealth Advisor (she/her)

My mission is to expand access to comprehensive financial planning. We could all benefit from having someone on our team that can translate the nuances of finances and who shares our values. I am proud to join Strategy Squad and uphold their mission to support the next generation of women and conscious investors as they […]

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Alex Nañez

Alex Nañez

Client Services Associate
(she/her)

Alex is proud to join Strategy Squad as a Client Services Associate, where she is dedicated to empowering the next generation of women and conscious investors. Growing up in a low-income Spanish speaking community, she recognized a need for financial education and literacy. This awareness fueled her passion for a career in wealth management, where […]

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We’re a Family Business

When Founder and CEO Nicole Middleton Holloway, CFP started Strategy Squad, she knew just the right person to partner with: her father! Nicole and Dennis founded their firm together, but it was always and continues to be Nicole’s baby.