Travis Holland, CEPA®, AAMS™
Managing Partner, Wealth Advisor
Meet Travis, the Managing Partner and lead Wealth Advisor at OpenRoad Wealth Advisors. Since 2009, Travis has been working with clients to craft thoughtful financial plans and intentional, resilient wealth management strategies for their futures, but his journey as an entrepreneur didn’t start there.
Travis began his career working with his father in their family real estate business in the small town of Brimfield, Massachusetts. In 2002, he moved his family to the Merrimack Valley and founded his own real estate business, Holland Properties. During his time in the industry, he cultivated an appreciation for small-town America, knowing your neighbor, and a deep respect for entrepreneurs. Today, Travis enjoys working with business owners, families and individuals seeking the financial support and tools they need to pursue their own joys of living. He believes everyone should have the opportunity to design their life and live it true to its full potential. He is proud to have crafted a team and a process to help people to do just that.
Travis is involved in his local community through the North Andover Merchants Association, Merrimack Valley Chamber of Commerce, and West Boxford Improvement Society, and has a long history of coaching youth sports. When he isn't meeting with or planning for clients, he can be found taking a road trip on his motorcycle, frequenting a local ice cream or pizza parlor (ask him about Ice Cream Hunting), beaching his boat on a New England sandbar, skiing, golfing, or enjoying time with family and friends.
Designations & Licenses: CEPA®, AAMS™, Series 7, Series 66, Life, Accident & Health Insurance
Brooke Smith
Partner, Wealth Advisor
Brooke is a Partner and Wealth Advisor at OpenRoad Wealth Advisors. However, her career began in something quite different: the Agriculture Technology industry. Brooke supported business owners, entrepreneurs, nonprofits, and educational institutions in building programs and businesses with the goal of growing fresh food hydroponically and hyperlocally. Her time in AgTech taught her the foundational nature of a business plan, the strength of a community, and instilled in her an admiration and respect for small business owners all over the world who cared deeply about access to quality food. Today, Brooke carries those lessons with her and has developed an enthusiasm for access to quality financial planning and wealth management. She works alongside her father, Travis, in crafting thoughtful and resilient plans and investment strategies for clients.
Brooke is a Massachusetts native and holds a Bachelor of Arts in Communications from the University of Massachusetts Amherst. She lives in Somerville, MA with her husband Joshua and is involved as a leader and member in her local church. In her time out of the office, she enjoys reading a good book, trying new foods, crafting a tasty drink, watching a compelling flick, hiking, backpacking or skiing a mountain, and planning her next National Parks trip.
Designations & Licenses: Series 7, Series 66, Life, Accident & Health Insurance
Jill Harris, FPQP®
Director of Client Services
Jill is the Director of Client Services at OpenRoad Wealth Advisors. She has spent her entire career in the Financial Services industry with specific focus in client services, broker operations, and wholesale support services, amounting to over 30 years of experience in the field. She is an operations genius with deep knowledge of the inner workings of the industry and has a passion for learning and continuously improving her skillset. Jill's primary focus in her role is addressing client questions and solving client issues beautifully – in her words, she likes to "solve a problem and put a bow on it".
Jill is originally from New Jersey but has been a New England native since she graduated from Lasell University. She is the mother of two children and proud grandmother to two grandchildren. Jill has a charitable spirit and volunteers locally with the Lazarus House. When she isn't addressing client needs, she can be found spending time with her grandbabies, watching the New England Patriots, and eating good food with friends and family.
Designations: FPQP®
Amanda LaFlamme, FPQP®
Client Relationship Manager
Amanda is the Client Relationship Manager at OpenRoad Wealth Advisors. With over 20 years of experience in customer service and administration, she is an expert communicator and organizer, keeping the OpenRoad team process-oriented to ensure exceptional client outcomes. Her primary responsibilities include managing client communication and engagement, account maintenance, event organization, and client appreciation. She is the voice that greets you when you call and the smile that welcomes you when you walk in our door!
Amanda is a Methuen, Massachusetts native and holds a Bachelor of Arts from the University of Massachusetts Amherst. She is married to her partner, Bill, of nearly 25 years and a proud mother of two adult children. Amanda has always been involved with her community and presently serves as the Essex County Soccer Association President. She also volunteers with Methuen's Young People's Theatre and the Methuen Boosters Association. When she isn't answering the phones and organizing our next project, Amanda can be found spending time with friends and family. She is an excellent cook and baker (proud of her sourdough) with a passion for entertaining and enjoys summertime camping in New England.
Designations: FPQP®
