Holistiplan

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Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.

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Roger Pine

Co-Founder

Roger Pine

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Kevin Lozer

Co-Founder

Dana S.

Product Manager

Matthew Buser

Enterprise Relationship Manager

Roger Pine, CFA, CFP®

Co-Founder

Torie Happe

Head Of Partnerships

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Engineering Team

5 members

Product Development Team

5 members

Leadership Team

2 members

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