Amy Holt - Email & Phone Number

Assistant to Todd E. Holt, CEO Capital Strategies at Capital Strategies, Beyond Wealth

Amy Holt is based out of Austin, Texas, United States and works at Capital Strategies, Beyond Wealth as Assistant to Todd E. Holt, CEO Capital Strategies.

Amy Holt's Contact Information

Amy Holt's Work email

a*****@csomt***.com

Valid

Latest update

October 29, 2025

Location

Austin, Texas, United States

Amy's current employer

Capital Strategies, Beyond Wealth

Description

Website

csomtx.com

HQ Location

Austin, TX, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Capital Strategies, Beyond Wealth

Frequent questions about Amy Holt

What company is Amy Holt working for?

Amy Holt works for Capital Strategies, Beyond Wealth.

What is Amy Holt's function at Capital Strategies, Beyond Wealth?

Amy Holt is Assistant to Todd E. Holt, CEO Capital Strategies at Capital Strategies, Beyond Wealth.

Where is Amy Holt based?

Amy Holt is based out of Austin, Texas, United States.

What is Amy Holt's work email address?

Amy Holt's professional email address is a*****@csomt***.com

Who are Amy Holt's co-workers?

Amy Holt's colleagues are Darren Scrimpshire, Reynaldo Stoddart, Scott Werner, Stephen Roman, Cynthia Bermudez, James Ross, Dana Webber, Melinda Adams, Brent Gordon, Matthias Benitez, Brad Stepp, Robert Roisum, Andrew Graham, Tom Gallagher, Hugo Hernandez, Jessica Mosman, Cece Smith, Christian Fournier, Judy Gilder, Keith Padilla, Logan Lippert, Norberto Salinas, Anita Hawks, Eric Browne, Mike Harkin, Eric Mendoza, Lisa Macbeth, Nathanael Pacheco, Michael Aguirre, Jose Cunha, Todd Cox, Scott Talbott, Nathan Serven, Javi Perez, Vance Feiler.

Amy's co-workers

Darren Scrimpshire

President

Reynaldo Stoddart

Vice President, Advisor Development

Scott Werner

Executive Vice President

Director, Strategic Planning

Wealth Management Advisor

Wealth Management Advisor

Jessica Mosman

Financial Services Professional

Cece Smith

Agency Marketing Manager

Christian Fournier

Financial Services Representative

Judy Gilder

Investment Advisor Representative

Keith Padilla

Financial Planner

Logan Lippert

Investment Advisor Rep

Norberto Salinas

Financial Advisor

Anita Hawks

Financial Planner / Financial Advisor

Eric Browne

Financial Services Representative

Mike Harkin

Financial Advisor

Eric Mendoza

Financial Services Professional

Lisa Macbeth

Registered Investment Advisor

Nathanael Pacheco

Investment Advisor Representative

Michael Aguirre

Financial Advisor

Jose Cunha

Licensed Insurance Agent

Todd Cox

Financial Services Representative

Scott Talbott

Agency Investment Specialist

Nathan Serven

Financial Services Representative, Financial Planner, Investment Advisor Representative

Javi Perez

Financial Advisor

Vance Feiler

Investment Advisor Representative

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