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 to accelerate business development and long-term organizational success. She plans and directs the development and execution of creative programming to support day-to-day activities and long-term business growth. Holly actively seeks to create a functional and highly organized environment that enables all members of Shepherd Financial to thrive in their unique 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.

Holly is a Broad Ripple resident and can often be found running, rock climbing, and playing ultimate frisbee, softball, or volleyball. She leads a small group and volunteers in various ministry capacities. She loves the Indianapolis Colts, Milwaukee Brewers, and being an aunt to her awesome nieces and nephews.

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