Holistic Planning

JASON BARBER

Jason is a founder of Holistic Planning. He serves as the firm’s CEO and sets the firm’s overall vision and strategy. The creation of Holistic Planning, a fee-only independent Registered Investment Advisor (RIA), is the direct result of Jason’s desire to provide clients the most value and service while reducing conflict of interest to a minimum. Prior to founding Holistic Planning, Jason was with Edward Jones for 12 years and served in numerous leadership roles. Jason is a proud graduate of Texas A&M University. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. He considers himself to be a lifelong learner and a servant leader. Jason and his wife Rachel were married on August 6, 2016, in Hot Springs, Arkansas. They share their wedding anniversary with Rachel’s parents and her grandparents. They have three handsome sons named Luke, Samuel, and Jack. They are also proud parents of their daughter in heaven, Joanna. Jason and Rachel believe it is their obligation to share how God helped them overcome the pain and sadness of that loss. Jason and Rachel are Christians and active members of First Baptist Church in Nacogdoches, Texas. They believe in raising their boys to be godly young men with strong, conservative values of hard work and respect for others. They know Holistic Planning will only be as successful as God allows it to be, but the foundation of this company is in Christ alone. When he’s not working, Jason enjoys spending time with Rachel and the boys on their 182-acre, East Texas homestead, riding their side-by-side, fishing, shooting skeet, and playing golf.

Education: Texas A&M University

Certifications: FINANCIAL ADVISOR , CFP® , AAMS®

TAYLOR PANKRATZ

Taylor founded Holistic Planning after serving his clients at Edward Jones and Raymond James for seven years. Holistic Planning was founded with the vision of adding uncompromising value to his clients and their families in ways not previously possible. Taylor prides himself on his ability to simplify the complex and bring a common-sense approach to financial advice. Taylor is a graduate of Texas A&M University, holding a Bachelor of Science in Mechanical Engineering along with the Accredited Asset Management Specialist designation. An East Texas native, Taylor resides in Nacogdoches with his wife, Amanda, and their two children, Nathan and Micah. Taylor enjoys coaching his sons’ sports teams and playing golf as well as woodworking and cooking.

Education: Texas A&M University

Certifications: AAMS® , Financial Advisor

STEVE BARBER

Steve serves as the Chairman of Holistic Planning and is a founder of the organization. Prior to his current role, Steve had an illustrious career with Edward Jones, serving clients for more than 30 years in East Texas and around the nation. Steve had no shortage of success with Edward Jones where he was invited to attend the Managing Partners Conference for 27 consecutive years and was a Top 25 Financial Advisor for 10 of those years. Steve is a graduate of Kansas State University, a degree in Industrial Engineering. He’s a long-time holder of the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. Most importantly, Steve has been married to his wife, Christie, for more than 40 years. He has three children: Jason, Allison, and Ashton. He’s the proud grandfather to six: Caroline, Luke, Samuel, Anna Kate, Emma Claire, and Jack. Steve has lived in Nacogdoches for more than 30 years and enjoys spending time with family, woodworking, and traveling to unique destinations.

Certifications: AAMS® , CFP® , Financial Advisor