Empowering and achieving results together with:

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Our Mission

BrightPlan’s mission is to democratize financial wellness and help organizations improve employee well-being while driving measurable business results. We’re committed to providing end-to-end solutions that empower people and create lasting impact.
Mission Poster

Why BrightPlan

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AI & Human
Financial Coaching

Global Scale

Scalable Global
Platform

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Unmatched
Personalization

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Enterprise-Grade
Security

Meet the Team Leading the Way

Martin

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"

Marthin De Beer Founder & CEO
grace_garry

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.

Grace Garry Chief Financial Officer
joe-v

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.

Joe Vangsgard Chief Marketing Officer
larry-profile

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"

Larry Robinson Chief Product Officer
joelle-headshot

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"

Joelle Vail Chief Revenue 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.

Krutarth Shah Chief Development Officer
Phil Jung

Phil was previously the Chief Financial Officer and Chief People Officer at Mindoula Health, a next generation population health company that deploys tech-enabled teams to deliver 24/7 care to populations facing behavioral health and medical challenges. Phil led the company through multiple rounds of equity and debt financings and helped scale the organization from 65Continue reading "Phil Jung"

Phil Jung Board Member
Martin

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"

Marthin De Beer Founder & CEO
diane-1

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"

Diane Strohfus Board Member
charles

Charles has 20 years of experience in private equity, venture capital, corporate development and investment banking. He previously served as a Partner at Warburg Pincus and held executive level positions at Cisco and Goldman Sachs.

Charles Carmel Board Member
chris

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"

Chris Kerckhoff Board Member
Adam_W

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.

Adam Whitaker Board Member
keith

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"

Keith Taylor Board Member
geoffrey

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.

Geoffrey Moore Venture Partner | Mohr Davidow Ventures
scott

Scott is an expert in Silicon Valley on cyber security, intellectual property, copyright, trade secret and trademark law and has practiced for over the past 30+ years.

Scott Mosko VP, Patent Litigation | Intuitive Surgical
guido-1

Guido is currently the Chief Digital Officer at ABB and formerly Chief Technology Officer at Nokia Technologies. He drove the Internet of Things strategy at Cisco, and was CTO for Cisco’s Emerging Technologies Group.

Guido Jouret Chief Digital Officer | ABB
jennifer

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"

Jennifer Pasqualini Head of Total Rewards | Stripe
thomas

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"

Thomas Wyatt Chief Product Officer | People.AI
brian_king

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"

Brian King Chief Planning Officer | Plancorp

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