Holistic Planners

Barbara Hollis is a financial advisor with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Archer Investment Corporation and Thrivent Investment Management, as well as operating her own financial coaching and insurance consulting businesses. She is involved in insurance sales and tax preparation through her firm, Hollis & Shingler Financial Coaching Essentials, L.L.C. Holistic Planners Network, LLC serves both high-net-worth and non-HNW individual clients, providing discretionary and non-discretionary asset management alongside financial planning and consulting. The firm customizes strategies based on client objectives, utilizing both fundamental and technical analysis, and offers a range of services including investment management, financial plans, and educational seminars.

Demetrius Felder is a financial advisor at Holistic Planners with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in multiple ventures, including founding Life Is Great Enterprises, LLC, which provides stationery goods, training services, publishing, and speaking engagements. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management along with financial planning and consulting. The firm customizes strategies based on client objectives and employs both fundamental and technical analysis, providing a range of investment approaches from long-term holdings to shorter-term trading and option writing.