BrightPlan Leadership

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.

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

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.

Neha leads marketing at BrightPlan. She has extensive experience in B2B and SaaS marketing and her career spans global enterprise technology companies as well as innovative startups. Most recently Neha was the CMO at Topia, a cloud global talent mobility company. Previously she held senior marketing roles at RingCentral, Cisco, Adobe and Instart Logic. One of Neha’s life goals is to finish writing and publishing her book.

Mike has deep expertise supporting innovative technology companies (from startups to the Fortune 500) on the full spectrum of legal and business matters. Prior to BrightPlan, Mike led legal teams at multiple SaaS, enterprise software, and product organizations including Polycom, a global unified communications company. One of Mike’s life goals is to never stop learning (and to always do it with an open mind).

Karl Holmlund leads our sales team and helps companies create an effective Financial Wellness strategy. Prior to BrightPlan, he was a sales manager at Paycom where he hired, managed, and trained the Bay Area sales team. He is passionate about setting and achieving goals, while having fun along the way. One of Karl's life goals is to play in a Jazz band.

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.

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.

Jeff oversees our client success team and financial education strategy. After rapidly 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.

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.