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A Digital Platform with
A Human Touch

BrightPlan pairs our digital platform with face-to-face access to experienced financial advisors without any additional fees

When choosing an advisor, it's all about trust. The three pillars of trust are philosophy, experience and certification. BrightPlan has an intriguing service offering in this respect.

With BrightPlan, employees have access to experienced financial advisors from our sister company Plancorp. Founded in 1983, Plancorp has over $4B in assets under management and a 99% client retention rate.

Our Team of Financial Advisors

  • CFP® , MBA
    Kelsey Abbott
  • CFP® , AIF®
    Haleigh Albers
  • CFP®
    Chris Arnold
  • CFP®, AIF®
    Sara Gelsheimer

  • Emily Jackson
  • CFP®
    Derek Jess
  • CFP® , AIF®
    Sean Kyle
  • CFP® , CFA
    Peter Lazaroff
  • CFP®, CFA
    Daniel Lee
  • CFP®, AIF®, MSFP
    Wesley Leftwich
  • CFP®
    Drew Tingle
  • MBA
    Meagen Wagner

Learn more about how BrightPlan combines its digital platform with experienced financial advisors

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