College Station, Texas-based Holistiplan announced today that it has hired Jeffrey Levine as a tax planning strategist. in Levine’s new fintech-oriented role, he will be a “tax-planning guru” to help improve the fintech’s product, Holistiplan co-founder Kevin Lozer told Financial Advisor magazine during an interview. “Jeff’s major role will be to help us continue to enhance Holistiplan and add functionality in ways that advisors are still going to enjoy the intuitiveness of it and the efficiency of using the software,” said Lozer. “That’s why when we had the opportunity to add someone like Jeff, we really jumped on it.
from FA News https://www.fa-mag.com/news/holistiplan-hires-jeffrey-levine-as-tax-planning-strategist-58907.html
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