Nicole Middleton Holloway, CFP®
Founder and CEO
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.
Founder and Managing Partner
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.
Client Services Associate
Gwynn is a graduate of Wayne State University and Pacific School of Religion. She worked for 27 years in IT before attending seminary and becoming an ordained minister in the Christian Church (Disciples of Christ). She is also authorized for ministry in the United Church of Christ. Gwynn serves as Associate Pastor of First Christian Church of Alameda and as Church Operations Manager of Plymouth Church (Jazz & Justice) in Oakland.
Diana G. Yáñez, CFP®, RLP®
Associate Wealth Advisor
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 […]