201 N. Illinois Street, Suite 700
Indianapolis, IN 46244-0998
As a member of the BKD Family Office team, Holly serves the estate and income tax needs of families and individuals. She has more than 23 years of experience working through tax, gift and cash flow planning issues with her clients. Her areas of concentration include individual and family tax and financial planning, private foundations, trust accounting and tax issues, including partnership tax issues and wealth transfer planning. Holly’s commitment to client service, including providing sound and practical advice, has earned her the respect of her clients and peers.
She is a member of the American Institute of CPAs and Indiana CPA Society.
Holly currently sits on the board of directors of the Indianapolis Symphony Orchestra, where she served as treasurer for four years. She sits on the symphony finance committee and is a past member of the audit committee and pension committee. Other contributions to the community include the Women’s Fund OPTIONS Alumnae group, Eiteljorg Museum planned giving council and BKD Foundation advisory committee. Holly is an active member of the United Way Tocqueville Society, which includes serving on the Tocqueville Council and Women of Tocqueville Committee. She previously served on the WFYI Indianapolis planned giving committee, Indianapolis Museum of Art planned giving advisory group and the board of the Kappa Alpha Theta Fraternity Housing Corporation.
Holly is a 1992 graduate of Indiana University Kelley School of Business, Bloomington, with a B.S. degree in accounting.