
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...


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

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...