BrightPlan Leadership

Delivering financial wellness for everyone

Founder & 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.

Chief Financial Officer

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.

Chief Marketing Officer

Joe Vangsgard

Joe leads marketing at BrightPlan. He brings a passion for growth and building award-winning cultures that engage the entire organization to drive go-to-market success. His previous experience includes growing multiple technology companies to successful scale, supporting over 10 acquisitions, and building multiple cultures recognized as best places to work. One of Joe's life goals is to be a professor and bring his passion for technology and business to students who will change our world.

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

Chief Revenue Officer

Joelle Vail

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 and has also held senior level and executive positions at Paychex and Ascentis.

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.

Board of Directors

Chairman & CEO

Marthin De Beer

Board Member

Diane Strohfus

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 tech companies including Cisco, 8x8 and Equinix where she created purpose-built strategies that align people to the business, driving business results.

Board Member

George Still Jr.

George Still Jr. has been actively involved with HR Tech companies for over 20 years and serves on several boards including Workday. George brings to the board financial and investing acumen gained through his many years as a managing partner at Norwest Venture Partners (NVP), a global venture capital firm. George's experience as an advisor to a number of technology companies is also a valuable resource to the BrightPlan board.

Board Member

Charles Carmel

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.

Board Member

Chris Kerckhoff

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 and currently serves on the board of Plancorp.

Board Member

Adam Whitaker

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.

Board of Advisors

Venture Partner | Mohr Davidow Ventures

Geoffrey Moore

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.

Founder and Chairman | Theory R Properties

Gary Daichendt

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.

VP, Patent Litigation | Intuitive Surgical

Scott Mosko

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.

Chief Digital Officer | ABB

Guido Jouret

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.

Head of Total Rewards | Stripe

Jennifer Pasqualini

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 compensation and benefits leadership positions at Altera Corporation, Adobe and Plexus Corporation.

Chief Product Officer | People.AI

Thomas Wyatt

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 & Strategy Officer of People.ai, a pioneer in bringing AI-powered data capabilities to go-to-market teams. Previously, he was the Chief Marketing & Strategy Officer of AppDynamics, a leader in application monitoring and intelligence. Prior to that, he spent over a decade as a VP/GM for a range of businesses spanning data & analytics, cloud infrastructure, communications, and video at Cisco. He holds his bachelor’s degree from Syracuse University.

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.

Chief Investment Officer | Plancorp

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.

BrightPlan’s team of experienced technologists, innovators, and financial industry professionals are dedicated to advancing the financial success of all employees

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