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.
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.
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).
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.
Client Success 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.
Client Success Specialist
Keri has focused on delivering great client service throughout her career. She is pleased to have the opportunity to help advisors in turn deliver richer service to their own clients.
She moved to Texas from Wisconsin where she studied vocal performance. She still teaches voice and piano lessons and is an active performer and volunteer in her local theatre scene.
Tax Planning Strategist
Jeff is a nationally recognized thought leader within the financial planning community. He is Director of Advanced Planning 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.
Director of Partnerships
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.