As the Director of Creative and Strategic Operations at Shepherd Financial, Holly provides vision and leadership, enhancing the company’s structure and long-term organizational success. She develops and executes creative programming, communication, and financial wellness resources for wealth management clients, retirement plan sponsors, and participants.
Holly has the distinction of being the inaugural team member of Shepherd Financial. Prior to its formation in 2015, she spent two years as a Client Service Coordinator for the 401(k) Team @ CAMI. She also has experience in recreational sports management and retail management.
She graduated from the University of Indianapolis with a degree in English and received her master’s degree in Student Development Counseling and Administration from Indiana Wesleyan University. She loves the Indianapolis Colts, Milwaukee Brewers, and being an aunt to her nieces and nephews.