CEO and Executive Team

About

The executive team at BrightPlan has a history of experience in the financial planning, accounting, and business management industries. Many members of the team have worked together at Plancorp, LLC in leadership positions. Other notable companies where team members have worked include Cisco Systems, Salesforce, Oracle, and Paychex. The team is also well-educated, with degrees from notable universities such as Saint Louis University, the University of Rochester, and Cornell Law School.