Our Team

About Us

Michael D. Battistelli, Vice President/Investments

Mike Battistelli
First Vice President/Investments
 

Mike began his investment industry career in 2004 and joined Stifel upon its acquisition of Ryan Beck & Co in 2007.  Prior to Ryan Beck, where he served as a financial advisor for two years, he worked for Advest.  He has also served as the Director of Golf of Hershey Country Club from 2000 to 2004.

Active in his community, Mike is a board member of the Lebanon Community Library, Lebanon County District Library, and Lebanon Valley Economic Development Corp.  He serves on the finance committee at St. Paul the Apostle Church, is a volunteer coach of Palmyra Area Recreation & Parks, served as a past board member of the Lebanon Valley Chamber of Commerce, and currently serves on the Golf Committee for the Lebanon Valley Chamber of Commerce.

Mike earned a B.B.A. in Finance from Shippensburg University in 1993 and holds Series 7 and 66 security licenses, as well as the life, health, and variable insurance licenses (including annuities).

Brett N. Holland, CFP®, Vice President/Investments

Brett Holland
First Vice President/Investments
 

Brett has been serving his clients' best interests since 2000.  Prior to joining Stifel in 2007, Brett served as a financial advisor for Legg Mason for five years and Ryan Beck & Co. for two years.

Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Brett has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate and retirement planning strategies.

Active in the community, Brett serves as chairman of the Lebanon Rescue Mission and the Lebanon Valley Chamber of Commerce and volunteers in different roles at his church.

He also served as a past board member of the Leadership Lebanon Valley.

Brett earned a B.S. in Management from Pensacola Christian College.  He also holds Series 7 and 66 security licenses, as well as the life, health, and variable insurance (including annuities) licenses.

Sonia A. Gross,Financial Advisor

Sonia A. Gross
Financial Advisor Associate

 

Sonia joined the Battistelli Holland Wealth Management Group in 2017 and works closely with Mike and Brett to address clients' investment planning and wealth management needs.  Prior to joining Stifel, she served as a Registered Investment Advisor Representative with M&T Securities for 12 years.  She also has 23 years of financial services experience, serving as a bank teller and customer service representative in Consumer Lending.

Active in the community, Sonia is a member of the Lebanon Valley Chamber of Commerce and the Women in Business committee.  She also serves as a board member of the Kiwanis Club of Lebanon and Pennsylvania Kiwanis Foundation and as board chair of the Lebanon Kiwanis golf outing.

Sonia holds Series 7, 63, and 65 securities licenses as well as life, health, and variable (including long-term care and annuities) insurance licenses.

Dena A. Woelfling  Client Service Associate

Dena A. Woelfling
Client Service Associate

 

Dena focuses on comprehensive client service, including administering and overseeing the team's day-to-day operations.  Prior to joining the Battistelli Holland Wealth Management Group, she spent 12 years working in the legal field and three years serving as a title abstractor. 

Active in the community, Dena serves as the Vice President of the Cedar Crest Falcon Girls Basketball Parent Club and co-chair of the Cedar Crest Falcon Girls Volleyball Parent Club.  She is also a member of St. Paul the Apostle Handbell Choir. 

Kerri Price,  Client Service Associate

Kerri Price
Client Service Associate

 

Kerri assists the team with a wide variety of administrative support duties and is committed to delivering an outstanding client service experience.  Prior to joining the Battistelli Holland Wealth Management Group, she held various management positions in the banking industry. 

A Pennsylvania native, Kerri attended Kutztown University and enjoys spending time with her husband, Tom, daughter, Sarah, and two dogs.  She is also a member of Zion's Evangelical Lutheran Church, where she serves on the Evangelism Committee.