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.

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

Monthly Recap – May 2026

Monthly Recap – May 2026

June 10, 2026

May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

June 5, 2026

By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

VIEW ALL ARTICLES

Let’s make every moment count together…