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McCarty joins Holmes Murphy as chief strategy officer


Lori McCarty recently joined Holmes Murphy as chief strategy officer. McCarty has more than 25 years of financial services experience at both small and Fortune 500 and 100 companies. McCarty, founder and owner Strategic Design & Integration Services LLC in Waukee, has been providing consulting on technology, business plans and capabilities with Holmes Murphy since 2018. In her new capacity, she will be responsible for assisting the insurance brokerage’s executive committee with developing, communicating and sustaining corporate strategic initiatives at both the business and enterprise levels. She will also play a key role in analyzing and executing new customer improvement initiatives. “Lori is exactly the person we need to work with leaders on defining strategy, aligning business processes with technology, and turning business plans into tools for growth,” said Dan Keough, Holmes Murphy chairman and CEO. “Leveraging her strategic savvy and extensive skill set will help keep Holmes Murphy on the leading edge of our industry.”

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