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Industry Panel: The Real Opportunity for Diversity, Equity and Inclusion Industry Panel: The Real Opportunity for Diversity, Equity and Inclusion

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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.
Robert Merton MIT Professor and Nobel prize-winning economist.

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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BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

© 2020 BrightPlan LLC