More About Jeff Holler

Jeff Holler, CFP^®

Founder & CEO, The Capital Chart Room LTD^®

Jeff Holler has been navigating wealth for highly affluent families since 1989. Thanks to a unique background that culminated in founding The Capital Chart Room (TCCR), he now enjoys long-term relationships with owners of large privately-held multi-generational enterprises primarily in Texas, Oklahoma and Arkansas.

“I’m very fortunate that I was exposed early on to large and complex family businesses run by visionaries.”

Charged with helping start new divisions at Carnation Company and E. & J. Gallo Winery, Jeff worked in close proximity with insightful owners willing to work for decades to see their dreams come to fruition.

“They also embodied the ideals and values I was raised on – caring for employees, community involvement, generous support of charity and ministry, all made possible by their perseverance, disciplined strategic planning and superior execution in the marketplace.”

All this served to refine Jeff’s innate instinct for structure that typical advisors don’t usually possess. The insights and knowledge he gleaned further inspired him to create and trademark The Results Accelerator System^™ and a host of related processes. Together these form a cohesive approach to helping families simplify the complex in order to rapidly advance their strategies and accomplish the outcomes they value most.

While working with some of the most successful entrepreneurs across Texas, Oklahoma and Arkansas Jeff also discovered that mainstream sources often were not able to provide the unique resources and solutions that business owners require.

“Private business owners often find opportunity in places others aren’t looking. They require objective advice and tailor-made solutions that help them achieve the purpose-driven results they desire.” This is another distinctive skillset that clients treasure in TCCR.

Jeff has been careful to foster a culture of integrity, respect and appreciation among team members within TCCR, where each individual can excel in areas about which they are most passionate.

Not surprisingly, Jeff is the author of Bigger Than Business that explores the motivations beyond profit that drive highly successful entrepreneurs.

A triathlete, Jeff enjoys ocean sailing and island cruising with his wife Charsley of 40 years, golf, snow skiing, enjoying experiences with his family, and traveling near and far with Charlsey. Jeff and Charlsey lead adult Bible study classes and support numerous church, civic, and charitable organizations, including Arise Rwanda Ministries and Opportunity International. They also serve as Ambassadors for the Alliance Defending Freedom and as a host family for Bridge2Rwanda scholars.

• Author, Bigger Than Business (High Bridge Books, 2018) Learn more
• Creator of The Results Accelerator System^™
• Certified Financial Planner^™ since 1987
• Member, National Financial Planning Association and the local Dallas/Fort Worth chapter
• Member, Fort Worth Estate and Business Planning Council
• Regular attendee of the Heckerling Institute of Estate Planning
• Bachelor of Science Degree in Business from Florida State University
• Christian Economic Forum White Paper contributions:
  • Game Changers of the 21st Century
  • Common Characteristics of Game Changers of the 21st Century
  • The Dangers of Globalism

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and Certified Financial Planner^™ in the U.S.