Holistic Finance was born from a simple but radical question:
What if money wasn’t just a tool, but a sacred responsibility?
Our founder, Zack Geist, spent years building a trusted student loan advisory firm in the country, helping thousands reduce their financial burdens. But over time, he saw a deeper pattern: many who escaped debt were still invested - often unknowingly - in the very systems that caused harm.
So he created Holistic Finance. To offer something rare. A place where soul and strategy walk hand in hand. Zack never set out to build a conventional financial firm. He’s a community builder. A regenerative thinker. A founder of healing sanctuaries and a voice for a more conscious economy. He has earned, lost, and earned again, and through that journey, discovered something vital:
True wealth is coherence. And radical integrity, meaning integrity from the root, is the only foundation worth building on.
Zack's team of licensed professionals shares this vision.
We bring experience, heart, and a fierce commitment to helping you invest in a world you believe in, designing portfolios that not only perform financially, but support organizations aligned with your purpose.
Zack Geist founded Holistic Finance after building a nationally recognized student loan advisory firm. As an investor and entrepreneur, he focuses on impact-driven ventures and aligning capital with meaningful, values-based change…
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Michael Wheelwright is the Managing Director and Co-founder of Holistic Finance, avalues-driven Registered Investment Advisory (RIA) firm. With a career in finance that began in 2003, Michael brings over two decades of experience…
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Charles Eisenstein is an author, public speaker, and social philosopher best known for his influential book Sacred Economics: Money, Gift, and Society in the Age of Transition. A graduate of Yale University with degrees in Mathematics and Philosophy, Eisenstein’s work explores…
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Chauvon Taylor is a Tax Strategist, Tax Advisor, and Enrolled Agent serving the Holistic Finance team with a background in business finance, tax preparation, strategic planning, and small business advisory. She helps entrepreneurs...
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Scott Humphrey, CRPS, is a licensed financial advisor with years of experience helping individuals and families navigate financial planning. With a background in education and community development, he brings a human-centered approach to guiding clients through investment decisions…
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Lawrence Milford is a Financial Planner with Holistic Finance, a values-driven RIA firm. With over two decades in financial planning and investment research, he combines deep technical knowledge with a passion for ethical, client-centered financial planning…
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Fyrn Syvemine is the Director of Client Operations at Holistic Finance, supporting clients alongside Michael Wheelwright since 2022. She combines administrative expertise with heart-centered human connection to weave together the firm’s background processes…
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Misha Theofilatos is the Advisor Support Specialist at Holistic Finance, assisting the team to provide clients with the highest level of service. He is passionate about supporting clients in aligning their investments with their values…
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Kelli Christine Case is the Lead Evaluation Specialist. She has been with the company since 2022 and is passionate about helping individuals explore holistic finance and identify strategies for long-term financial well-being…
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Noah Toye is an Evaluation Specialist at Holistic Finance, with a background in problem solving, organization, and customer service. He is passionate about helping people grow their money while supporting their values…
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Bonnie Toye is the Brand Manager at Holistic Finance, with a background in videography, writing, and social media content creation. She helps showcase the company’s work through creative marketing and strategic planning…
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With more than 20 years in communication, the professional journey of Rózsa Dobzy spans diverse industries, cultivating a holistic perspective. From strategic planning to hands-on execution and copywriting across platforms...
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Connie Carpenzano is an Advisor Support Specialist at Holistic Finance, dedicated to supporting both the team and clients with attentive, high-quality service. Prior to joining the Holistic Finance team....
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