Experience

With 10 years of experience and holding both her Series 7 and 66 licenses, Holly is a dedicated Senior Client Associate at UBS. She excels in providing exceptional customer service, ensuring that clients feel valued and understood.

Based in Nashville with her husband, Holly is a proud mother of five and grandmother to three. In her free time, she enjoys traveling and spending time on the lake with her family. Her commitment to excellence and personal touch makes her a valued resource for our clients.

As the Wealth Strategy Associate for the team, Ryan's daily focus is to create and manage our marketing campaigns, develop financial plans, source investment solutions for our clients and ultimately drive team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Ryan joined the Choy Group in 2015.

Ryan lives in Scottsdale, AZ. In his free time he enjoys adventurous travel, a spirited drive and exploring new restaurant experiences.

Ryan holds his FINRA Series 7 and 66 licenses.

Lori is a Senior Client Service Associate with 37 years of experience in the financial industry and has a diverse background in customer administrative support.

Lori provides The Choy Group with operational and back office support .

A native of Arizona, Lori and her husband John get out in nature as much as possible.  In her leisure time she enjoys gardening, listening to music, reading and has a flair for decorating.

Weston is currently a graduate student in the Master of Science in Finance program at Vanderbilt University and a recent ASU graduate. As a Client Service Associate, his responsibilities include determining portfolio weightings, conducting investment research, and publishing quarterly newsletters on capital market trends and the team’s strategic responses.

With experience at financial firms in Phoenix and in building a small service-based business, Weston developed a strong interest in crafting comprehensive financial strategies through direct client engagement, grounded in trust, integrity, and respect. Drawing on his collegiate football background, he understands that success is built on consistent dedication, perpetual learning, and a genuine passion for the craft. Weston is committed to impacting others by delivering specialized asset management to wealth management services, supported by data-driven analytics and care. He holds his FINRA SIE license and is progressing toward his Series 7 license.

In his free time, Weston enjoys traveling, hiking, and running.

As a full-time student at Vanderbilt University, Ella is pursuing a degree in Human and Organizational Development and Business while also gaining practical experience as a wealth management intern.

With her exposure to financial planning from a young age, along with her current involvement in her own non-profit and Vanderbilt extracurriculars, Ella brings a blend of academic knowledge and hands on experience to the table. Through her internship, she is honing her skills in investment analysis, financial planning, and client relationship management, all while balancing the demands of a rigorous academic program. With her commitment to excellence and her drive to succeed, Ella is committed to making an impact in the financial world.