Holly Willman

Holly Willman

Staff Member Name


  • Title: Director - Creative & Strategic Operations
  • Department: Financial Services
  • Location: Carmel

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 our team's creative programming and communication. Holly actively seeks to create a functional and highly organized environment, enabling all members of Shepherd Financial to thrive in their individual roles.

In the past, Holly worked for both Shepherd Financial and the 401(k) team at CAMI as a Client Service Coordinator. Her professional background has helped create a unique process that assists plan sponsors in satisfying their fiduciary responsibilities and provides plan participants with essential financial wellness resources.

Holly is a Broad Ripple resident and can often be found running, rock climbing, and playing softball. She volunteers in multiple ministries at itown church in Castleton. She loves the Indianapolis Colts, Milwaukee Brewers, and being an aunt to her awesome nieces and nephews. 

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