About
Articles by Holly
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The Road to Success: Lessons from The Bengals and the AFC Championship Game
The Road to Success: Lessons from The Bengals and the AFC Championship Game
By Holly Mazzocca, CFP®
Activity
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After an emotional and stressful 6 weeks, Jennifer Dershem and I needed a little get away. We didn’t have to go far, just crossed the river to…
After an emotional and stressful 6 weeks, Jennifer Dershem and I needed a little get away. We didn’t have to go far, just crossed the river to…
Liked by Holly Mazzocca, CFP®
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The Prescription Fore Fun Golf Outing benefiting the Charitable Pharmacy was a blast this week! We raised $75,000 for our three pharmacy locations in…
The Prescription Fore Fun Golf Outing benefiting the Charitable Pharmacy was a blast this week! We raised $75,000 for our three pharmacy locations in…
Liked by Holly Mazzocca, CFP®
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A “little” rain and some back-ups didn’t stop the good times! It was a great day with Brian Dubay, Justin Baker, and Jason Katz, CPA, CFP®…
A “little” rain and some back-ups didn’t stop the good times! It was a great day with Brian Dubay, Justin Baker, and Jason Katz, CPA, CFP®…
Liked by Holly Mazzocca, CFP®
Experience & Education
Licenses & Certifications
Volunteer Experience
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Board Member, Finance Committee Member, Audit Committee Chair
DCCH Center for Children and Families
- Present 8 years
Children
Honors & Awards
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Next Generation Leader Award - Winner, Business & Financial Services
Northern Kentucky Young Professionals
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Next 9 Leader: WCPO
Channel 9 WCPO
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Innovator Award - Finalist
Queen City Young Professional Accolades
Organizations
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DCCH Center for Children and Families
Finance Committee
- Present -
Chicago Child Care Society (CCCS) Junior Board
Development & Marketing Committee Chair
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What an honor to be included as one of the guest speakers for this year’s Investment Masterminds symposium in downtown Cincinnati! Join me and…
What an honor to be included as one of the guest speakers for this year’s Investment Masterminds symposium in downtown Cincinnati! Join me and…
Shared by Holly Mazzocca, CFP®
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Calling all powerhouse attorneys, wealth advisors, M&A specialists, CPAs, and business owners! Join us for an exclusive M&A happy hour in…
Calling all powerhouse attorneys, wealth advisors, M&A specialists, CPAs, and business owners! Join us for an exclusive M&A happy hour in…
Liked by Holly Mazzocca, CFP®
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In 2019 I set an ambitious 10-year target... to help 100 Cincinnati-based companies run on EOS. At that time I had no idea that seasoned…
In 2019 I set an ambitious 10-year target... to help 100 Cincinnati-based companies run on EOS. At that time I had no idea that seasoned…
Liked by Holly Mazzocca, CFP®
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I am excited to share that I am serving on the 2024-25 American Heart Association Greater Cincinnati Heart Ball Executive Leadership Team. Our goal…
I am excited to share that I am serving on the 2024-25 American Heart Association Greater Cincinnati Heart Ball Executive Leadership Team. Our goal…
Liked by Holly Mazzocca, CFP®
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If you know me at all you know how strongly I feel about the impact our GP Elevate program is having on high-potential leaders across the region…
If you know me at all you know how strongly I feel about the impact our GP Elevate program is having on high-potential leaders across the region…
Liked by Holly Mazzocca, CFP®
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Thank you to everybody who participated in or volunteered at our annual Prescription FORE Fun Golf Outing. In addition to the FUN, we fundraised over…
Thank you to everybody who participated in or volunteered at our annual Prescription FORE Fun Golf Outing. In addition to the FUN, we fundraised over…
Liked by Holly Mazzocca, CFP®
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This team rocks! I always enjoy connecting in-person with the Clark Schaefer Hackett marketing team. Last week, we spent some time going through…
This team rocks! I always enjoy connecting in-person with the Clark Schaefer Hackett marketing team. Last week, we spent some time going through…
Liked by Holly Mazzocca, CFP®
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These are exciting times at Focus Financial Partners! I’m grateful for this expanded opportunity to work with Michael Nathanson and the leadership…
These are exciting times at Focus Financial Partners! I’m grateful for this expanded opportunity to work with Michael Nathanson and the leadership…
Liked by Holly Mazzocca, CFP®
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Soooo excited for my friend, Taylor Berling, CPA, making the Forbes list 30 under 30 Cincinnati class!!! From CPA to advisor to successful…
Soooo excited for my friend, Taylor Berling, CPA, making the Forbes list 30 under 30 Cincinnati class!!! From CPA to advisor to successful…
Liked by Holly Mazzocca, CFP®
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Future marketing strategist extrodinaires…just like their mamas 🤩🙌 Missing our Jenny Miller and Emily Kitzmiller North, MPA but so happy to have…
Future marketing strategist extrodinaires…just like their mamas 🤩🙌 Missing our Jenny Miller and Emily Kitzmiller North, MPA but so happy to have…
Liked by Holly Mazzocca, CFP®
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Meet our two newest additions to Team Bartlett! Kimberly Vallance has joined our Human Resources team and Kendyl Ferrara has joined our Marketing…
Meet our two newest additions to Team Bartlett! Kimberly Vallance has joined our Human Resources team and Kendyl Ferrara has joined our Marketing…
Liked by Holly Mazzocca, CFP®
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Exciting news for our portfolio company Joy Parenting Club. We're thrilled to partner with Eurie Kim at Forerunner, a leader and a firm I've long…
Exciting news for our portfolio company Joy Parenting Club. We're thrilled to partner with Eurie Kim at Forerunner, a leader and a firm I've long…
Liked by Holly Mazzocca, CFP®
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Thank you Barbara Johnson for introducing me to the women of The Metropolitan Club!
Thank you Barbara Johnson for introducing me to the women of The Metropolitan Club!
Liked by Holly Mazzocca, CFP®
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