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Meet the Team Leading the Way
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. OneContinue reading "Marthin De Beer"
Grace leads the financial operations at BrightPlan. Her previous experience includes building companies from concept to live production to investment, serving as CFO and achieving financial and operational milestones and exits, and venture capital / private equity. One of Grace’s life goals is to expand financial opportunities to underserved groups.
Joe leads marketing at BrightPlan with a focus on growth, culture, and go-to-market success. He has helped scale multiple tech companies, supported over 10 acquisitions, and built award-winning workplace cultures. One of Joe’s life goals is to become a professor and inspire future leaders in business and technology.
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 suites. One of Larry’s goals is to create a charitable fund that awards grants to students pursuing medical researchContinue reading "Larry Robinson"
Joelle leads the direct sales, partnership and client success teams for BrightPlan. Joelle has a track record of successfully scaling organizations from startup to enterprise, taking early-stage companies to over $100 million in revenue and enterprises from $100 million to $2 billion in revenue. Most recently, Joelle was Chief Operating Officer for Capital Factory andContinue reading "Joelle Vail"
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.
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. OneContinue reading "Marthin De Beer"
Diane is the Chief People Officer at Risk Management Solutions (RMS) and a strategic global HR leader. Before RMS, Diane was the CHRO of Betterworks, where she helped scale the company through innovative People and Workplace practices, creating an experience that enables employees to thrive. Diane has over 20 years of experience at various techContinue reading "Diane Strohfus"
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 CEOContinue reading "Chris Kerckhoff"
Adam Whitaker is Director of Legal at Fremont Group, the private investment office for the Bechtel family. With expertise in venture capital, M&A, private equity, capital markets, and corporate transactions, Adam advises boards and executive teams to drive growth, navigate complex deals, and deliver successful outcomes across all stages of an organization’s development.
Keith Taylor is one of the co-founders of The Cynosure Group. He joined Cynosure from The Carlyle Group in Washington, DC, where he was a Managing Director. At Carlyle, he was a part of the founding team that built the firm’s Global Financial Services Fund Complex. While at Carlyle, he was responsible for a numberContinue reading "Keith Taylor"
Geoff is a well know author and advisor to Fortune 500 companies on innovation and managing market transitions. He is a Venture Partner at Mohr Davidow Ventures and advisor to top software and SaaS tech firms and serves on the boards of Akamai Technologies and Lithium Technologies.
In addition to overseeing his commercial real estate investment firm as Chairman. Member of multiple public boards, including NCR, Polycom, Emulex and Juniper Networks and advisor to Cap Rock Partners. Previously held senior executive positions at IBM, Nortel Networks and Cisco.
Jennifer is the Head of Total Rewards at Stripe and has nearly 20 years of experience in HR leadership. Prior to Stripe, Jennifer was the VP of Total Rewards at Autodesk and Workday, Jennifer also led the M & A, HR Operations and Global Mobility teams at Workday. In addition, Jennifer has held senior compensationContinue reading "Jennifer Pasqualini"
Thomas Wyatt is the President of Twilio Segment, the customer data platform that thousands of companies use to make real-time decisions, accelerate growth and deliver world-class customer experiences. Thomas is responsible for driving product innovation, go-to-market execution and the overall success of the Segment business. Most recently, Thomas served as the Chief Product & StrategyContinue reading "Thomas Wyatt"
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 andContinue reading "Brian King"
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 ofContinue reading "Peter Lazaroff"
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