View in portrait for best experience

Holly Ausmus

Senior Client Service Manager

With a strong background supporting family office clients, Holly Ausmus is dedicated to delivering a highly personalized client experience by providing thoughtful, detail‑oriented service tailored to each client’s unique needs and goals.  

Holly joined Moneta in 2017 and has spent her entire professional career with the firm. Prior to joining Moneta full‑time, she gained early industry experience as an intern at HD Smith in the pharmaceutical pricing industry. Over the years, she has built deep institutional knowledge and a client‑first approach that allows her to anticipate needs and serve as a trusted point of contact for clients. 

Holly earned her bachelor’s degree from Illinois College, where she double‑majored in Finance and Accounting and minored in Communication. This well‑rounded academic foundation supports her ability to combine technical expertise with clear, effective communication. 

Outside of work, Holly enjoys running, baking, and reading. Most of all, she loves spending time with her two children. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

VIEW ALL ARTICLES

Let’s make every moment count together…