About Holt Wealth Management

As the founder of Holt Wealth Management, JD believes that quality financial guidance should be accessible to everyone. He works with hardworking families from all backgrounds—from doctors and attorneys to blue-collar business owners and families. His straightforward approach focuses on building real relationships with people who want honest advice and practical solutions for their financial goals.

JD holds FINRA Series 7, 63, and 66 licenses and is a Certified Plan Fiduciary Advisor. He earned a bachelor’s degree in business from the University of West Alabama, and a master’s degree in agriculture economics from Auburn University. With over 22 years of experience in the financial industry, JD has learned that the most successful financial plans are built with the clients—not for them. He believes in collaborative and transparent planning over complex strategies that may look good on paper but fail in practice. JD’s approach centers on understanding each client’s unique goals and guiding them with clarity and confidence through every stage of their financial journey.

JD stays connected to his community as an active member of Church of the Highlands. He’s an avid outdoorsman who enjoys working with his hands and spending time with his family. As a husband and father of three, he understands the delicate balance between family priorities and financial responsibilities. He gets it because he lives it.

Baylor approaches wealth advising with a deep commitment to crafting strategic financial plans that are tailored to each client’s unique goals and circumstances. He believes that long term financial success is rooted not just in numbers, but in genuine relationships built on trust, transparency, and integrity.

A graduate of Auburn University with a degree in Finance, Baylor holds FINRA Series 7 and 66 licenses, along with a state life and health insurance license. He provides comprehensive, long-term planning across all areas of wealth management. His services include retirement planning, education funding, legacy and estate planning, income supplementation, insurance planning, and more. His approach is thorough, future-focused, and designed to help clients navigate life’s financial journey with confidence and clarity from someone they trust.

Beyond his professional work, Baylor is an avid steward of the outdoors and a man of strong Christian faith. He actively attends Church of the Highlands and finds purpose in staying rooted through his faith, family, and community. He cherishes quality time spent with family and friends and values the relationships that keep him grounded and connected.

Madelyn’s friendly personality and down-to-earth approach make everyone feel right at home the moment they walk in. She takes the time to really get to know our clients and enjoys catching up with them over the phone or in person. Whether she’s managing schedules or answering the phones, Madelyn keeps things running smoothly for our office and our clients.

Outside of work, Madelyn loves reading a good book and travelling. She’s happily married to Carson and keeps busy at home with her three dogs. Her genuine care for people and straightforward way of doing business make her someone you can count on.

Lacey handles all the paperwork and account setup for our clients – the kind of behind-the-scenes work that makes your life easier. She’s the “details” person who makes sure every form is filled out correctly and every account is set up in a timely manner. Lacey knows that dealing with financial paperwork can be frustrating. Her goal is to make it as seamless as possible.

When she’s not at the office, Lacey is an active member of Church of the Highlands and loves getting out for a run. She’s happily married to Clay, and they have two dogs. In her downtime, Lacey loves to settle in with a good book.