Our team makes things simple
Meet the team with a holistic view of planning.
Holistiplan was created and designed by two CFP® professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners. Drawing from those experiences, we designed this software to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.
Kevin brings a lifelong interest in the technology startup space to Holistiplan. He has been an active member of the angel investing community in the Washington, D.C. area for a number of years, and has seen how technology tools can drive meaningful outcomes for people in all walks of life.
Kevin is the owner and founder of Oakton Financial in Northern Virginia. He is an active volunteer and regional board member for the National Association of Personal Financial Advisors (NAPFA).
At Holistiplan, Roger combines his experience as a financial planner with his love for technology and software development. He believes in giving more people access to comprehensive financial planning, so he is committed to creating tools that make planning more efficient.
Roger worked for 10 years as a financial advisor at Briaud Financial Advisors. He was an active volunteer in the National Association of Personal Financial Advisors (NAPFA) and served on their board.
Scott brings decades of experience creating powerful technology for industries with high stakes and sensitive data. He is a big believer in the sweet spot between a technology's capabilities and the user experience.
Just prior to Holistiplan, Scott was founder, architect, and original developer of a pioneering legal technology cloud platform that is used by the largest law firms and corporations in America.
Chris brings more than a decade of experience connecting good people to good products. He finds few things as satisfying as creating true win/wins for all parties. His primary role will be to ensure more advisors know how Holistiplan can help their business and their clients.
In addition to his work for Holistiplan, Chris leads a global charity doing humanitarian work, speaks across the country, and teaches a business class at Texas A&M.
Ben Birken, CFP®
Ben was an early adopter and champion of Holistiplan at his advisory firm, before joining the company to help existing users maximize the substantial value that Holistiplan can bring to their practices.
Ben is the owner and founder of Pisces Financial Advisors in Chapel Hill, NC. He is an active member and volunteer for the National Association of Personal Financial Advisors (NAPFA), serving on the South Region board, Leadership Development Committee and multiple national conference planning committees.
Jeff is a nationally recognized thought leader within the financial planning community. He is Chief Planning Officer at Buckingham Wealth Partners and is the lead financial planning nerd for Kitces.com, home of the popular Nerd's Eye View blog. He is also the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.
A recent graduate from Texas A&M, Madeline has a degree in Industrial/Organizational Psychology and experience in customer service and support. She has been interested in financial planning for years, so she is excited for the opportunity to help financial advisors help their clients.
Madeline hails originally from Minnesota but now lives in Texas. She is an active performer and volunteer in her local theatre scene.
Marketing leader and team-builder with a track record of creating strategic marketing programs that drive brand awareness, enhance lead acquisition, and impact revenue. Expertise in establishing and revitalizing brands through rigorous strategic planning and value proposition articulation. Able to thrive in both complex global organizations and startup environments.