Holly Pantzer in

Holly Pantzer

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Managing Partner | Forvis Mazars Wealth Advisors LLC at Forvis Mazars US
📍 Indianapolis, Indiana, United States

Holly Pantzer is the National Sector Leader for Forvis Mazars Private Client and Managing Partner of Forvis Mazars Wealth Advisors. With over 30 years of experience, she specializes in estate, tax, and financial planning for high-net-worth families and individuals. She is also the Vice Chair of the Forvis Mazars US Governing Board.

Demonstrating a strong commitment to her community, Holly is actively involved with the United Way of Central Indiana as a committee member for its Women of Tocqueville group. This group engages women of influence to advocate for United Way initiatives at local and state levels, focusing on education and financial stability.

She serves as a co-trustee for a private charitable foundation, overseeing grantmaking aligned with journalism integrity and local civic causes.

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Experience
32 Years
Current Role
Managing Partner | Forvis Mazars Wealth Advisors LLC
Job Level
Senior
Location
Indianapolis, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Holly cares about

Wealth & Legacy Preservation
Her career focuses on helping clients grow, preserve, and protect their wealth and family legacy across multiple generations, specializing in wealth transfer planning.
Family Business Succession
She has hosted and participated in panels discussing the unique challenges family-owned businesses face in planning to survive and thrive across generations.
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Career

Work history

1-2026
Managing Partner | Forvis Mazars Wealth Advisors LLC
Forvis Mazars US
6-2024
National Sector Leader
Forvis Mazars US
6-2022 - 5-2024
National Industry Leader | FORVIS Private Client
FORVIS
6-2020 - 5-2022
National Industry Partner | BKD Private Client
BKD CPAs & Advisors
6-2004 - 5-2022
Tax Partner
BKD CPAs & Advisors
In the press

Media appearances

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Education
1988 - 1992
B.S.
Indiana University - Kelley School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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