BrightPlan Leadership

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.

Diane is the Chief People Officer at Risk Management Solutions (RMS) and a strategic global HR leader. Before RMS, 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.

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

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 and currently serves on the board of Plancorp.

Phil was previously the Chief Financial Officer and Chief People Officer at Mindoula Health, a next generation population health company that deploys tech-enabled teams to deliver 24/7 care to populations facing behavioral health and medical challenges. Phil led the company through multiple rounds of equity and debt financings and helped scale the organization from 65 to 325+ employees across 40 states.

Prior to joining Mindoula Health, Phil led investments at the Maryland Venture Fund, a multi-stage venture capital firm in Maryland. He also worked for Foundation Capital, an early- and growth-stage tech fund based in California, and TDF Ventures, an enterprise markets focused early-stage fund based in Washington, DC.

Keith Taylor is one of the co-founders of The Cynosure Group. He joined Cynosure from The Carlyle Group in Washington, DC, where he was a Managing Director. At Carlyle, he was a part of the founding team that built the firm’s Global Financial Services Fund Complex. 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.

Adam Whitaker is Director of Legal at Fremont Group, the private investment office for the Bechtel family. With expertise in venture capital, M&A, private equity, capital markets, and corporate transactions, Adam advises boards and executive teams to drive growth, navigate complex deals, and deliver successful outcomes across all stages of an organization’s development.

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.

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.

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.

Jennifer is the Head of Total Rewards at Stripe and has nearly 20 years of experience in HR leadership. Prior to Stripe, Jennifer was the VP of Total Rewards at Autodesk and Workday, Jennifer also led the M & A, HR Operations and Global Mobility teams at Workday. In addition, Jennifer has held senior compensation and benefits leadership positions at Altera Corporation, Adobe and Plexus Corporation.

Thomas Wyatt is the President of Twilio Segment, the customer data platform that thousands of companies use to make real-time decisions, accelerate growth and deliver world-class customer experiences. Thomas is responsible for driving product innovation, go-to-market execution and the overall success of the Segment business. Most recently, Thomas served as the Chief Product & Strategy Officer of People.ai, a pioneer in bringing AI-powered data capabilities to go-to-market teams.

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.