Meet the Holistiplan Team

Get acquainted with the people behind the platform.

Leadership

Roger Pine, CFA®, CFP®

CEO & Co-Founder

Ben Birken, CFP®

VP, Subscriber Support & Adoption

Scott Pittman

Chief Technology Officer

Frank Marrone

VP of Finance

Jason Nelson

VP of Sales

Laura Beaulieu

VP of Marketing

Andrew Young

VP of Product

Plan to join our team.

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