Meet Holly

Holly Rohrbach

Registered Service Assistant

Holly Rohrbach is a Registered Service Assistant at B2 Wealth Solutions, where she works closely with Financial Advisor, Keith Baker, to help clients achieve peace of mind with their insurance, annuity, and retirement planning needs. In her role, Holly manages application processing, financial illustrations, and prepares reports that ensure their clients receive accurate and timely support.

Her career began with a degree in Paralegal Studies, followed by valuable experience in Property and Retail Management, before shifting into the Financial Services field 2 yrs ago. She is Series 6 licensed and brings strong organizational skills, attention to detail, and a client-first mindset to every task. Holly is known among colleagues and clients alike as kind, trustworthy, and highly dependable.

Outside of work, Holly is a dedicated mother of three daughters, a red merle Australian Shepherd named Copeland, and a fellow ginger cat named Sunny. She enjoys Sundays at church with her girls, gardening, arranging home-grown and Farmer’s Market flowers, DIY home remodeling projects, painting, crafting and creating meaningful gifts. One of her favorite pastimes is going on road trips and weekend getaways. She often plans her travels around highly rated restaurants, seeking out new flavors and local favorites wherever she goes. A lover of New Orleans and its unique culture, she hopes to retire there someday, preferably with a plate of charbroiled Rockefeller Oysters in front of her.