BrightPlan unites an experienced team of technologists, innovators, and industry professionals around a common goal: bringing wealth management to everyone, regardless of net worth.
Founder and CEO
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.
Co-Founder & Advisor
Robert is a successful entrepreneur with extensive Wall Street experience. He has founded a number of companies that have scaled rapidly, gone public or been acquired including: LifeStorage, Media Arts Group Inc. (NASDAQ), Zycon Corp. (NASDAQ), International Family Entertainment (NYSE), WYSE, KMCI (NASDAQ), and Mr. Coffee (NASDAQ).
Chief Product Officer
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.
Chief Development Officer
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.
Co-Chief Investment Officer
Jeff is the Founder, Chairman and Co-CIO at Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council.
Co-Chief Investment Officer
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.View LinkedIn
Chief Marketing Officer
Jason has launched several groundbreaking products for startups and global corporations, and has taken companies from concept to market to exit. He was the founder of an online registration business that he sold to Active.com, joined an IoT startup that was acquired by Netgear, and launched the first neurostimulation wearable device.
One of Jason’s life goals is to learn another language.
Chief Legal and Compliance Officer
Sayed is responsible for legal and compliance. He has over 25 years of legal and business experience with leading Bay Area technology companies. Most recently, Sayed was the Chief Legal Officer and Executive Vice President of Corporate Development for Polycom, Inc., where he helped guide the company through its sale to private equity firm Siris Capital Group.
One of Sayed’s life goals is to learn to play piano.
Director Product Management
Harpreet brings many years of consumer and Fintech experience to the BrightPlan team. Previously she held product roles at Paypal, Yahoo! and Panasonic, where she developed a passion for solving complex problems.
One of Harpeet’s life goals is to raise awareness and improve prevention of Silent Heart Attacks.
Josh is a Bay Area native who graduated from San Jose State University with a BS in Business Administration-Management. Previously he worked as a product developer in the manufacturing industry before breaking into tech. In his free time he likes to learn new technologies and work on passion projects.
His life goals include starting his own clothing brand as well as opening a restaurant with his younger brother.
Director of Client Success
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.
Andre is a senior at Pepperdine University studying Business Administration with experience in retail, real estate, and currently, sales. He seeks to become developed in the field of sales in order to live large, meet new people, and become more knowledgable of the FinTech industry.
One of Andre’s life goals is to return to his roots in South Africa and to learn Afrikaans.
Content Designer and Strategist
Delaine works with product management, design and marketing to integrate inspiring and engaging content into the core product experience. She has a background in filmmaking and is passionate about capturing and creating stories that enchant and inspire.
One of Delaine's life goals is to make an award-winning documentary.
Director of Operations
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.
Arya graduated with a BS in Business Admin, and worked with LendingClub for 1.5 years on the sales team, helping them stand up an international team earlier this year. She has an interest in Fintech since it's revolutionizing one of the oldest industries
One of Arya's life goals is to have traveled to every continent.View LinkedIn
Senior Vice President of Sales
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.
Senior Software Engineer
Thys leads backend development and integration with our technology partners. Previously he worked at Lending Club, the world’s largest peer to peer lending platform, to help automate, improve and optimize core aspects of the product experience.
One of his life goals is to travel around the world with his son.
Anh Nguyen is a professional quality engineer with experience in integration, functional, and performance automation. Previously he worked at Serenova, Avaya, The Gale Group, and Fry’s Electronics. He enjoys building test automation and designing strategies and solutions that produces quality products.
One of Anh’s goals is having the freedom to fully enjoy life and having people around him live the life that they love.
Senior Director, Product Management
Shriraj is a key member of our product team. Previously he worked at Salesforce where he designed and implemented large scale business solutions for customers like Target, Google, and Brocade.
One of Shriraj's life goals is to become a successful entrepreneur.
Sweta is a seasoned quality professional with experience in functional and performance automation. Previously she has worked at Srijan, RareMile, and Ariba Technologies. She enjoys crafting strategies for test automation and improving software quality.
One of Sweta's life goals is to write a fiction novel that makes it to the best seller list.
Client Success Advocate
In 2016, Daniel came to Plancorp after graduating cum laude from the University of Missouri. During his time at the university, he worked as a bank teller at Commerce Bank, interned at Veterans United Home Loans and served as the Student President of the Office for Financial Success.View LinkedIn
Kaitlyn joins BrightPlan bringing hands-on experience in educational and business services environments. Kaitlyn is passionate about helping everyone, especially millennials, live large and save large.
One of Kaitlyn's life goals is to visit every continent.
Senior Technical Lead
Huy is a senior member of the BrightPlan engineering team. Previously he was an engineering leader at Cisco and has in-depth experience in software design, a penchant for new technologies, and an enthusiasm to build intuitive and secure software products.
One of Huy's life goals is to sample local, hand-crafted malt spirits in every town that he visits.
President and CEO
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. Chris sits on the boards of both Plancorp and Prumentum Group, which owns BrightPlan.View LinkedIn
Sr. Financial Planning Associate
Haleigh came to Plancorp directly from graduate school at Southern Illinois University Edwardsville, where she received her MS in Applied Economics and Finance. She brings experience in economic policy, financial markets and Modern Portfolio Theory to her role. Haleigh works closely with clients to determine their current financial health, set goals and implement a comprehensive plan to get there.
Financial Planning Associate
Chris joined the Plancorp team in 2016 to help individuals and families establish peace of mind with their finances. His goal is to make a difference in people's lives by implementing a financial plan that provides them the opportunity to achieve a more fulfilling life.View LinkedIn
Kyle earned his BA and MBA in Finance from the University of Memphis. After business school he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp. In 2018, he returned to his home state to open Plancorp’s Nashville branch.
Investment & Research Manager
Stacie came to Plancorp in 2011 after working as a financial analyst. Here, she uses that analytical skill set to help manage client portfolios. Stacie graduated cum laude with her BSBA in Finance. She draws on her financial and analytical background every day at Plancorp, working with the investment and operations teams to maintain portfolio balances, make rebalancing recommendations and execute trades.
Steven earned his BA in Political Science at George Washington University before moving on to get his JD from Washington University School of Law. As an attorney, he practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.
When Chad joined Plancorp in 2002, he brought with him a background in accounting, an unwavering commitment to clients—and a healthy dose of southern charm. Chad earned his B.S. in Accounting from Spring Hill College in Mobile, AL, before delving into the world of finance.
Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. She learned the value of passive investing and fiduciary-based financial services at her first job, where, as the head of the administrative team, she handled trading, rebalancing and client services. At Plancorp, she draws on these experiences as a Wealth Manager and founder of the Plancorp Women’s Initiative.
Sr. Financial Planning Associate
Derek joined Plancorp in 2018 after serving clients for the previous three years as a financial advisor on a wealth management team in Denver, CO. He is a strong believer in the financial planning process and enjoys helping people align their money with their values to get the most out of life with what they have. He is currently pursuing a M.S. degree in Personal Financial Planning.View LinkedIn
Sr. Financial Planning Associate
Joleen spent the bulk of her career at Ellenbecker Investment Group, an all-female financial advising firm, which she joined after graduating from the University of Wisconsin-Milwaukee with her Bachelor of Business Administration. As the second employee of the now 20-person firm, Joleen has worn many hats over the years.
Chief Planning Officer
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.
As a Financial Planning Associate, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.
Daniel joined Plancorp in 2019 to lead the Bay Area office. Prior to Plancorp, he spent more than a decade at a San Francisco wealth management firm providing financial planning advice to high net worth individuals. Daniel earned a BS in Economics from The University of Michigan and also completed the UC Berkeley Extension Personal Financial Planning program. He now teaches at UC Berkeley Extension and serves on its Advisory Board. Daniel is a member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.
Financial Planning Associate
Wesley graduated from the University of Missouri in 2016 with his Master’s in Personal Financial Planning and a B.S. in Nutrition and Fitness. In graduate school, Wesley also served as a financial planning teaching assistant and interned at Krilogy Financial.View LinkedIn
Sr. Financial Planning Associate
Austin graduated from the University of Missouri-Columbia with a BS in Personal Financial Planning. While in college, he volunteered at the campus financial counseling center, where he worked with fellow students and city residents on a range of financial issues. He brings that same passion for educating others to his role today.
Joe earned his BSBA in Accounting at St. Louis University, his JD from St. Mary’s University School of Law and his LLM (Master of Laws in Taxation) from the University of Miami, Florida.
Ben earned a degree in Business Management from North Carolina State University. He brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.
Jessie earned her BSBA in Finance at St. Louis University’s John Cook School of Business. After graduating, Jessie worked as a Credit Analyst at The Business Bank of Saint Louis and a Treasury Analyst at Saint Louis University (SLU). She earned her MBA with a concentration in management while working at the University.
Brian graduated from the University of Missouri-St. Louis with his BS in Business Administration-Finance. Brian arrived at Plancorp in 2000 and quickly worked his way up to become a Wealth Manager. Brian’s friendly nature and ability to quickly build relationships allow him to connect with clients and help determine the best financial planning solutions for their individual needs.