Uri Holmes

Uri Holmes

CFP ®, Partner

 

As a Certified Financial Planner™ with over 20 years’ experience, Uri aims to improve the financial situation of PCM’s clients. By clarifying and identifying each client’s financial goals, he is able to develop a clear plan to help achieve them. His attention to detail and his organized process allows him to walk the firm’s clients through their individualized plans, and demonstrates how PCM’s investment strategies can contribute to them.

Uri understands that financial comfort can give our clients more options about how to spend their time. He believes in always improving upon himself and giving back to his community. Uri volunteers his time as a board member for The Columbus Zoo & Aquarium as a way to contribute to his passion for animals and nature. He participates in Wine for Wildlife, which raises funds for wildlife conservation, and he serves on the zoo’s Investment Management Council. Uri grew up in Upper Arlington and currently lives in Dublin with his wife, Jennifer. Uri and Jennifer have been members of St. Brigid of Kildare Church for over 10 years. Uri also enjoys golf and has been an active member of Brookside Golf & Country Club for many years.

His interest in finance began at an early age, which led him to pursue and study it at Miami University of Ohio. Uri’s desire to continuously improve upon himself motivated him to refresh and complement his financial skills by becoming a Certified Financial Planner™ . Please feel free to contact Uri to see how he may help you reach a more comfortable financial position.