IPA 100 firm Forvis Mazars LLP (FY24 net revenue of 2.24 billion) has named Holly Pantzer MP of its wealth advisory practice. Pantzer will continue to serve as national sector leader for Forvis Mazars private client, a role she has held since 2020.
Forvis Mazars Wealth Advisors LLC, a registered investment advisor and wholly owned subsidiary of Forvis Mazars LLP, has more than $11.8 billion in assets under management and advisement as of Dec. 31, 2025. The wealth advisory practice is part of the firm’s private client group, which includes wealth management, tax planning, investment strategy and family office consulting services. In her new role, Pantzer will oversee strategic initiatives and client service delivery, focused on driving growth and innovation.
Pantzer has extensive experience providing tax compliance, consulting and planning services to individuals, families, fiduciaries and private foundations. As a private client advisor, she works with clients to build and preserve family legacies through integrated services designed to address multigenerational objectives. She also serves as vice chair of the Forvis Mazars U.S. governing board.
Pantzer succeeds Steve Toomey, who recently retired after more than 20 years with Forvis Mazars Wealth Advisors LLC.
“The private client team provides an integrated suite of services to help clients thrive, and I am thrilled to continue building on this legacy through the wealth advisory practice,” Pantzer said. “Our goal has always been to provide an unmatched client experience, and I am excited to lead such a knowledgeable team committed to relationships and client service.”
“Holly’s extensive experience and proven leadership make her an ideal choice for this role,” said Tom Watson, CEO of Forvis Mazars. “I look forward to seeing how she and the team continue to grow and serve clients.”
