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BrightPlan unites an experienced team of technologists, innovators, and financial industry professionals around a common goal: bringing wealth management to everyone, regardless of net worth.

BrightPlan Leadership



Marthin De Beer

Founder and CEO

Marthin De Beer

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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.

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Nominated for WealthManagement.com's "Innovator of the Year". View LinkedIn

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Chief Product Officer

Larry Robinson

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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. View LinkedIn

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Chief Development Officer

Krutarth Shah

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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. View LinkedIn

neha

Chief Marketing Officer

Neha Mirchandani

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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. View LinkedIn

karl

Senior Vice President of Sales

Karl Holmlund

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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. View LinkedIn

brianking

Chief Planning Officer

Brian King, AIF®, C.P.A., CFP®

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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.

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Co-Chief Investment Officer

Peter Lazaroff, CFA, CFP®

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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

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VP Client Success

Jeff Clark, CFP®

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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. View LinkedIn

Alesha Escalante

Director of Operations

Alesha Escalante

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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.

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Team of Financial Advisors



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Board of Directors



martin-debeer

Co-Chairman and CEO

Marthin De Beer

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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.

wealth-management-industry-awards
Nominated for WealthManagement.com's "Innovator of the Year". View LinkedIn

Robert Wallace

Co-Chairman

Robert Wallace

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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).

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Board Member

Charles Carmel

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Charles has 20 years of experience in private equity, venture capital, corporate development and investment banking. Previously served as a Partner at Warburg Pincus and held executive level positions at Cisco and Goldman Sachs. View LinkedIn

diane

Board Member

Diane Strohfus

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Most recently Diane was the CHRO of Betterworks, where she helped scale the company through innovative People and Workplace practices, creating an experience that enables employees to thrive. Diane has over 20 years of experience at various tech companies including Cisco, 8x8 and Equinix where she created purpose-built strategies that align people to the business, driving business results. View LinkedIn

Chris Kerckhoff

President and CEO | Plancorp

Chris Kerckhoff, AIF®, CFP®

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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

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Board Member

David Covin

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David R. Covin is Chief Operating Officer, Chief Financial Officer and Treasurer of Fremont Group. Mr. Covin has over twenty years of experience in a variety of roles with major global financial services and consulting firms. Prior to joining Fremont, Mr. Covin served as the Chief Financial Officer for Citigroup’s Markets and Securities Services. View LinkedIn

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Board Member

Keith Taylor

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Keith Taylor comes to Cynosure from The Carlyle Group in Washington, DC, where he was a Managing Director, having spent nine years with Carlyle’s Global Financial Services Fund Group, helping manage two private equity funds. While at Carlyle, he was responsible for a number of the firm’s financial services investments and led the firm’s sourcing of investments in the asset management and wealth advisory industries.

Before joining Carlyle, Mr. Taylor was an investment banker with Goldman Sachs, working in Goldman’s Financial Institutions Group, and he worked in a similar capacity for JPMorgan Chase and J.P. Morgan. Mr. Taylor serves as a Director of Savant, Steward Partners, Avalon Advisors and Prumentum Group. He received an M.B.A. from The Kellogg School of Management at Northwestern University and a B.S. in Accounting from Washington and Lee University.

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Advisory Board



geoff

Venture Partner | Mohr Davidow Ventures

Geoffrey Moore

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Geoff is a well know author and advisor to Fortune 500 companies on innovation and managing market transitions. He is a Venture Partner at Mohr Davidow Ventures and advisor to top software and SaaS tech firms and serves on the boards of Akamai Technologies and Lithium Technologies View LinkedIn

Gary Daichendt

Founder and Chairman | Theory R Properties

Gary Daichendt

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In addition to overseeing his commercial real estate investment firm as Chairman. Member of multiple public boards, including NCR, Polycom, Emulex and Juniper Networks and advisor to Cap Rock Partners. Previously held senior executive positions at IBM, Nortel Networks and Cisco.

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VP, Patent Litigation | Intuitive Surgical

Scott Mosko

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Scott is an expert in Silicon Valley on cyber security, intellectual property, copyright, trade secret and trademark law and has practiced for over the past 30+ years. View LinkedIn

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Chief Digital Officer | ABB

Guido Jouret, PhD

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Guido is currently the Chief Digital Officer at ABB and formerly Chief Technology Officer at Nokia Technologies. He drove the Internet of Things strategy at Cisco, and was CTO for Cisco’s Emerging Technologies Group. View LinkedIn

5ec70d4f31354971be1dba0f_Jennifer Pasqualini 1

Vice President, Total Rewards | Autodesk

Jennifer Pasqualini

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Jennifer has been the VP of Total Rewards at Autodesk providing leadership for the Compensation, Benefits, M & A and Global Mobility functions since November 2019. Jennifer has nearly 20 years of experience in HR leadership. Prior to Autodesk Jennifer most recently served as VP of Total Rewards at Workday, where her teams focused on all aspects of compensation, benefits and other key elements of the employee experience. Jennifer also led the M & A function, HR Operations and Global Mobility at Workday for over two years. Prior to Workday, she held senior compensation and benefits leadership positions at Altera Corporation, Adobe and Plexus Corporation. View LinkedIn

57c9ead3e71ebf3938534441_ThomasWatt

Chief Product Officer | People.ai

Thomas Wyatt

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Thomas is a business, product, and marketing leader with 20 years of experience taking start-ups from concept to #1 market share, scaling high growth businesses to $1B+ in revenue, and executing a cloud transformation for a multi-billion dollar business. Today, he leads product at People.ai, a hyper growth start-up that is unlocking the full potential of go-to-market teams to be at their best. View LinkedIn

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