What I’ve Been Working On

Earlier this month, BrightPlan released its digital financial planning and investment platform to the public.

As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize Plancorp’s 34 years of financial planning and investment experience.

The platform allows you to plan and save for all your life goals, plus the Plancorp team is available to provide additional guidance as financial complexity increases.

In addition, BrightPlan is the first digital advisor to be certified by the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that assesses whether Registered Investment Advisors follow prudent fiduciary practices. I’ve spent my entire career at CEFEX-certified firms, and this annual certification process is a huge deal.

Check out the videos or visit www.BrightPlan.com to learn more.

4 thoughts on “What I’ve Been Working On

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