Amy Holmes

Amy has been in the investment industry since 1998. She is extremely enthusiastic about her career and enjoys the daily communication with clients.

Amy attended Saddleback College, earning three Human Services Certificates of Achievement and completed the Operations Certification Program, an intensive study of the brokerage industry and firm operations.

Amy serves as a Grant Committee Member of the McBeth Foundation and has played an active role in establishing relationships between the Foundation and organizations that are doing critical work to advance the Foundation’s mission. Amy is also a member of the Association of Small Foundations, and a member of the Dana Point Historical Society.

Amy resides in Capistrano Beach, California with her husband Evan and daughter Juliette.


Grant Committee Members

Amy Holmes