Management Team
Shawn Brayman, President & CEO
- PlanPlus founder
- 20+ years experience in financial services
- BSc (Math, Computers), MES (Expert Systems)
- Winner of 2007 "Financial Frontier Research Award" by Journal of Financial Planning
- International speaker on financial planning
- Chairman, FPA Asia Pacific Focus Group
Curriculum Vitæ
Lynne Myles, Exec. Vice President Business Transitions
- 25+ years experience in financial services industry
- Certified Financial Planner (1996)
- Faculty of the Wealth Enhancement Academy
- Speaker and trainer on financial planning
- Major contributing author Advocis Best Practices Manual, award-winning ATP Program
Curriculum Vitæ
Larry Bowen, Vice President Operations
- 20+ years of operational IT experience at EDS, others
- BA Mathematics, U. of Waterloo; majoring in Operations Research with minors in Computer Science and Statistics
- Experience in project management, client management, product development, and managing a call center
Curriculum Vitæ
Maria Luise Neuper, VP Product Usability & Training
- Graduate of IQPF (Financial Planning Institute for Quebec)
- D.Fisc. degree in taxation in Masters Program, concentration in financial planning
- Over 10 years planning experience (Canada) and 8 years in insurance in Germany and Canada
- Board of ACEF du Sud-ouest de Montreal, a non-profit financial advisory group assisting consumers with budgeting and debt management
- Contributor to "Elder Women and Financial Literacy" for Province of Quebec
Tang Wee Hen, Vice President South East Asia
- 10+ years experience in financial services industry
- Specialist in coaching, business development, support and training
- CFP, C.A (M), CPC
- Member of FPA USA Asia Pacific Geographic Group
- Financial Planning Association Malaysia (FPAM) Board Member
Curriculum Vitæ
Zoltan Luttenberger, Ph.D., Head of European Operations
- Responsible for Budapest support office for European time zone
- PhD in management, MSc in Finance, certificates in FP and IT
- 2009 founding chairman of HAQFP Hungarian Association of Qualified Financial Planners
- Financial services since 1989, independent since 2001 running a solo fee only & fiduciary planning practice
- Languages: Hungarian, English, (Swiss) German, Russian, Latin/Italian
- Member of FPA (US) Global Advisory Council and EAME Geo Group (between 2009-2012)
Curriculum Vitæ