NAPFA Spring 2023 National Conference Speaker

Ben Birken is the owner and founder of Pisces Financial Advisors in Chapel Hill, NC. He is an active member and volunteer for NAPFA, having served on the South Region Board (as president and chair), Leadership Development Committee and multiple national conference planning committees. Additionally, Ben serves as the Vice President of Customer Success and Engagement at Holistiplan, which provides tax planning software solutions for advisors. Ben was an early adopter and champion of Holistiplan at his advisory firm, before joining the company to help existing users maximize the substantial value that Holistiplan can bring to their practices.