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My Account
Platform
Platform
Tax Planning
Insurance Planning
Estate Planning
Integrations
Resources
Resources
Articles
Case Studies
Webinars and Videos
FAQ
Support
Pricing
Who It’s For
Who It's For
Financial Advisors
CPAs
Partners
Partners
Partners Program
Referral Program
Enterprise
About
About
Why Holistiplan
Team
News
Careers
Contact
Shop
Branding & Media
Book a Demo
Start Free Trial
Meet the Holistiplan Team
Get acquainted with the people behind the platform.
Leadership
Ben Birken, CFP®
VP, Subscriber Support & Adoption
Roger Pine, CFA®, CFP®
CEO & Co-Founder
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
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to join our team.
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