Heather Holmes

Leading Lumiant, a global advice engagement platform, I’m passionate about transforming how financial professionals empower clients through personalized, values-based advice. I previously founded Genivity, a longevity and health planning platform acquired by Lumiant, and bring experience in global market development from my time at Medtronic.

Rooted in the belief that every person deserves to age with dignity and care, I serve on the board of the Illinois Saint Andrew Society, which supports Caledonia Senior Living & Memory Care. I’m also an ambassador for Operation Wild Horse, supporting veterans through equine therapy. Outside of work, I ride and compete with my two adopted wild mustangs to raise awareness of their potential and demonstrate a deep commitment to protecting these iconic American symbols of resilience and freedom.

Grounded in truth. Guided by impact. Driven by the spirit of freedom.