Meghan Holmes, COO and Co-Founder of Advyzon Investment Management (AIM), has spent the last 17 years in the financial services industry. She started her career as an advisor-in-training with independent financial services firm, North Star Resource Group. In 2008, Holmes joined Charles Schwab & Co., devoting the next 14 years to the independent advisor custody space working in service, transition, sales, and relationship management capacities. Before moving to her role at AIM in 2022, she supported advisors affiliated with Schwab Advisor Services’ largest enterprise clients and specialized in working with multi-family offices and advisors dedicated to the ultra-high-net-worth space.