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Our team makes things simple

Our Team

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.

Leadership Team

Kevin Lozer
Kevin Lozer
Co-Founder
Kevin Lozer

Kevin Lozer

Co-Founder

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).

Roger Pine
Roger Pine
Co-Founder
Roger Pine

Roger Pine

Co-Founder

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 Pittman
Scott Pittman
Chief Technology Officer
Scott Pittman

Scott Pittman

Chief Technology Officer

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 Field
Chris Field
Chief Growth Officer
Chris Field

Chris Field

Chief Growth Officer

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 Birken, CFP®
VP, Subscriber Success and Engagement
Ben Birken, CFP®

Ben Birken, CFP®

VP, Subscriber Success and Engagement

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.

Madeline Macfarlane
Madeline Macfarlane
Customer Onboarding Specialist
Madeline Macfarlane

Madeline Macfarlane

Customer Onboarding Specialist

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.

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