Kevin Lozer

Kevin Lozer is the Co-Founder of Holistiplan, a financial planning company. Kevin has over 20 years of experience in finance and accounting. Kevin started their career at Marriott International in 1996 and held various finance positions within the company. In 2001, they joined XO Communications as Senior Manager and was responsible for the company's financial planning and analysis. Kevin left XO Communications in 2006 to join Sunrise Senior Living as Director of Financial Planning & Analysis. Kevin spent two years at Sunrise before moving to ClearLogic Financial, Inc. in 2008. Kevin spent 10 years at ClearLogic, during which time they became Principal. In 2018, Kevin co-founded Holistiplan with the goal of helping people take control of their finances and achieve their financial goals.

Kevin Lozer graduated from Penn State University with a Bachelor of Science (B.S.) in Accounting. Kevin also holds an Executive Certificate in Financial Planning from Georgetown University.