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
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CFP® , MBAKelsey Abbott -
CFP® , AIF®Haleigh Albers -
CFP®Chris Arnold -
Odaro Aisueni -
Emily Jackson -
CFP®Derek Jess -
CFP® , AIF®Sean Kyle -
CFP® , CFAPeter Lazaroff -
CFP®, CFADaniel Lee -
CFP®, AIF®, MSFPWesley Leftwich -
CFP®, AIF®Sara Gelsheimer -
Nick Sebelski