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Our Expertise

Bringing great ideas to life.

BrightPlan unites an experienced team of technologists, innovators, and industry professionals around a common goal: bringing wealth management to everyone, regardless of net worth.

Our Team

Marthin De Beer

Founder and CEO

Marthin De Beer

Marthin is the founder and CEO of BrightPlan. Prior to BrightPlan, Marthin was a Senior Vice President at Cisco Systems where he led multiple businesses from idea to over $1 billion in revenue. In his last position he was responsible for Cisco’s video and collaboration portfolio that generated over $9 billion of annual revenue.

One of Marthin’s life goals is to inspire and guide people to achieve their life and financial goals.

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Robert Wallace

Co-Founder & Advisor

Robert Wallace

Robert is a successful entrepreneur with extensive Wall Street experience. He has founded a number of companies that have scaled rapidly, gone public or been acquired including: LifeStorage, Media Arts Group Inc. (NASDAQ), Zycon Corp. (NASDAQ), International Family Entertainment (NYSE), WYSE, KMCI (NASDAQ), and Mr. Coffee (NASDAQ).

Chris Kerckhoff

President and CEO - Plancorp

Chris Kerckhoff, AIF®, CFP®

Chris joined Plancorp fresh out of Indiana University in 1997. At the time, he was one of only five employees. As the company grew, so did his passion and responsibilities. In 2010, as the company began to implement its succession plan, Chris became an owner and was named President of the firm. He became CEO in 2018. Chris sits on the boards of both Plancorp and Prumentum Group, which owns BrightPlan.

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Chief Product Officer

Larry Robinson

Larry is responsible for product strategy and delivery. Prior to joining BrightPlan, Larry was Senior Vice President of the Service Cloud Product at Salesforce, where he led the creation of the world's most successful customer service suite.

One of Larry's goals is to create a charitable fund that awards grants to students pursuing medical research careers.

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Chief Development Officer

Krutarth Shah

Krutarth is an experienced software leader with proven record of delivering solutions deployed by 80% of Fortune 500 companies today. Krutarth has led cloud and software engineering at Cisco, Imprivata and other companies..

One of Krutarth’s life goals is to invent teleportation so that he no longer has to drive in Bay Area traffic.

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Co-Chief Investment Officer

Jeff Buckner, CFP®, AIF®

Jeff is the Founder, Chairman and Co-CIO at Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council.

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Co-Chief Investment Officer

Peter Lazaroff, CFA, CFP®

Peter Lazaroff is the Co-Chief Investment Officer at BrightPlan and Plancorp, where he plays a key role in developing and communicating the firm’s investment strategy. In addition to his role at Plancorp, Peter regularly contributes to The Wall Street Journal and Forbes. Peter has built a reputation as an educator by simplifying the complexities of investing and personal finance to help people make smart choices about their money.

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Chief Marketing Officer

Jason Egnal

Jason has launched several groundbreaking products for startups and global corporations, and has taken companies from concept to market to exit. He was the founder of an online registration business that he sold to Active.com, joined an IoT startup that was acquired by Netgear, and launched the first neurostimulation wearable device.

One of Jason’s life goals is to learn another language.

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Sayed Darwish

Chief Legal and Compliance Officer

Sayed Darwish

Sayed is responsible for legal and compliance. He has over 25 years of legal and business experience with leading Bay Area technology companies. Most recently, Sayed was the Chief Legal Officer and Executive Vice President of Corporate Development for Polycom, Inc., where he helped guide the company through its sale to private equity firm Siris Capital Group.


One of Sayed’s life goals is to learn to play piano.

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Haleigh Albers

Sr. Financial Planning Associate - Plancorp

Haleigh Albers, CFP®

Haleigh came to Plancorp directly from graduate school at Southern Illinois University Edwardsville, where she received her MS in Applied Economics and Finance. She brings experience in economic policy, financial markets and Modern Portfolio Theory to her role. Haleigh works closely with clients to determine their current financial health, set goals and implement a comprehensive plan to get there.

Kyle Attarian

Wealth Manager - Plancorp

Kyle Attarian, MBA, CFA, CFP®, AIF®

Kyle earned his BA and MBA in Finance from the University of Memphis. After business school he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp. In 2018, he returned to his home state to open Plancorp’s Nashville branch.

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Director Product Management

Harpreet Buttar

Harpreet brings many years of consumer and Fintech experience to the BrightPlan team. Previously she held product roles at Paypal, Yahoo! and Panasonic, where she developed a passion for solving complex problems.

One of Harpeet’s life goals is to raise awareness and improve prevention of Silent Heart Attacks.

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Stacie Carrabine

Investment & Research Manager - Plancorp

Stacie Carrabine, AIF®

Stacie came to Plancorp in 2011 after working as a financial analyst. Here, she uses that analytical skill set to help manage client portfolios. Stacie graduated cum laude with her BSBA in Finance. She draws on her financial and analytical background every day at Plancorp, working with the investment and operations teams to maintain portfolio balances, make rebalancing recommendations and execute trades.

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Content Marketing Specialist

Jeff Clark

Jeff oversees content at BrightPlan and currently holds the FINRA Series 65 License.  After paying off his student loans and beginning to invest he became passionate about sharing personal finance best-practices with anyone willing to listen. 

One of Jeff’s life goals is to run the Kauai Marathon.

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Content Designer and Strategist

Delaine De Beer

Delaine works with product management, design and marketing to integrate inspiring and engaging content into the core product experience. She has a background in filmmaking and is passionate about capturing and creating stories that enchant and inspire.

One of Delaine's life goals is to make an award-winning documentary.

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Alesha Escalante

Director of Operations

Alesha Escalante

Alesha has worked for nearly every kind of company - multinational, start-up, public, private, and has honed her skills in HR, administration, finance, and operations.  She is passionate about working hard to make working easier, and to have fun while doing it.

 

One of Alesha’s life goals is to visit the Disneyland parks all over the world.

Steven A. Frank

Wealth Manager - Plancorp

Steven A. Frank, J.D., CFP®, AIF®

Steven earned his BA in Political Science at George Washington University before moving on to get his JD from Washington University School of Law. As an attorney, he practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.

Chad Frazier

Wealth Manager - Plancorp

Chad Frazier, CFP®, AIF®

When Chad joined Plancorp in 2002, he brought with him a background in accounting, an unwavering commitment to clients—and a healthy dose of southern charm. Chad earned his B.S. in Accounting from Spring Hill College in Mobile, AL, before delving into the world of finance.

Sara Gelsheimer

Wealth Manager - Plancorp

Sara Gelsheimer, CFP®, AIF®

Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. She learned the value of passive investing and fiduciary-based financial services at her first job, where, as the head of the administrative team, she handled trading, rebalancing and client services. At Plancorp, she draws on these experiences as a Wealth Manager and founder of the Plancorp Women’s Initiative.

Joleen Kane

Sr. Financial Planning Associate - Plancorp

Joleen Kane, CFP®

Joleen spent the bulk of her career at Ellenbecker Investment Group, an all-female financial advising firm, which she joined after graduating from the University of Wisconsin-Milwaukee with her Bachelor of Business Administration. As the second employee of the now 20-person firm, Joleen has worn many hats over the years.

Brian King

Chief Planning Officer - Plancorp

Brian King, AIF®, C.P.A., CFP®

Brian moved to St. Louis in 1998 to attend Saint Louis University. After graduation, he began his career at PricewaterhouseCoopers, LLP, where he provided advanced income tax and estate planning services to high net worth families and corporate executives. He brings that experience to Plancorp’s family office practice, where he helps families understand, grow and preserve their wealth.

Sean Kyle

Sr. Financial Planning Associate - Plancorp

Sean Kyle, CFP®

As a Financial Planning Associate, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.

Austin Lewis

Sr. Financial Planning Associate - Plancorp

Austin Lewis, CFP®

Austin graduated from the University of Missouri-Columbia with a BS in Personal Financial Planning. While in college, he volunteered at the campus financial counseling center, where he worked with fellow students and city residents on a range of financial issues. He brings that same passion for educating others to his role today.

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Senior Software Engineer

Thys Michels

Thys leads backend development and integration with our technology partners. Previously he worked at Lending Club, the world’s largest peer to peer lending platform, to help automate, improve and optimize core aspects of the product experience.

One of his life goals is to travel around the world with his son.

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Ryan Miller

Wealth Manager - Plancorp

Ryan Miller, AIF®, CFP®

Originally from Rochester, Indiana, Ryan moved to St. Louis in 2005 to attend the University of Missouri-St. Louis. His tenure with the firm lends him a unique perspective and deep understanding of finance.

Anh Nguyen

QA Engineer

Anh Nguyen

Anh Nguyen is a professional quality engineer with experience in integration, functional, and performance automation. Previously he worked at Serenova, Avaya, The Gale Group, and Fry’s Electronics. He enjoys building test automation and designing strategies and solutions that produces quality products.

One of Anh’s goals is having the freedom to fully enjoy life and having people around him live the life that they love.

Joe Patane

Vice President - Plancorp

Joe Patane, J.D., LLM, CFP®, AIF®

Joe earned his BSBA in Accounting at St. Louis University, his JD from St. Mary’s University School of Law and his LLM (Master of Laws in Taxation) from the University of Miami, Florida.

Benjamin Schwartz

Wealth Manager - Plancorp

Benjamin Schwartz, CFP®, AIF®

Ben earned a degree in Business Management from North Carolina State University. He brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.

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Senior Director, Product Management

Shriraj Shah

Shriraj is a key member of our product team. Previously he worked at Salesforce where he designed and implemented large scale business solutions for customers like Target, Google, and Brocade.

One of Shriraj's life goals is to become a successful entrepreneur.

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QA Engineer

Sweta Shahi

Sweta is a seasoned quality professional with experience in functional and performance automation. Previously she has worked at Srijan, RareMile, and Ariba Technologies. She enjoys crafting strategies for test automation and improving software quality.

One of Sweta's life goals is to write a fiction novel that makes it to the best seller list.

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Kaitlyn Tessmer

Marketing Specialist

Kaityln Tessmer

Kaitlyn joins BrightPlan bringing hands-on experience in educational and business services environments. Kaitlyn is passionate about helping everyone, especially millennials, live large and save large.

One of Kaitlyn's life goals is to visit every continent.

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Senior Technical Lead

Huy Vo

Huy is a senior member of the BrightPlan engineering team. Previously he was an engineering leader at Cisco and has in-depth experience in software design, a penchant for new technologies, and an enthusiasm to build intuitive and secure software products.

One of Huy's life goals is to sample local, hand-crafted malt spirits in every town that he visits.

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Jessica Weiss

Wealth Manager - Plancorp

Jessica Weiss, MBA, CFP®, AIF®

Jessie earned her BSBA in Finance at St. Louis University’s John Cook School of Business. After graduating, Jessie worked as a Credit Analyst at The Business Bank of Saint Louis and a Treasury Analyst at Saint Louis University (SLU). She earned her MBA with a concentration in management while working at the University.

Brian Wiedermann

Wealth Manager - Plancorp

Brian Wiedermann, CFP®, AIF®

Brian graduated from the University of Missouri-St. Louis with his BS in Business Administration-Finance. Brian arrived at Plancorp in 2000 and quickly worked his way up to become a Wealth Manager. Brian’s friendly nature and ability to quickly build relationships allow him to connect with clients and help determine the best financial planning solutions for their individual needs.