Leadership team

A leader is one who knows the way, goes the way, and shows the way.

- John C. Maxwell

Our executive team

Anthony Stich Chief operating officer

Anthony Stich has one goal: to develop a team of exceptional customer experience leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow NaviPlan, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun, Anthony has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

Prior to NaviPlan, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

John Heinen Chief technology officer

As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater NaviPlan organization, our partners, and the industry. His role is dedicated to defining business and product strategies; working directly with clients in providing technology solutions; and building product and service delivery organizations that deliver exceptional results. He draws many parallels from his decades of software development and product management experience in the healthcare industry to financial planning technology, including the importance of providing high availability of mission-critical technology, developing compliance strategies for a dynamic regulatory environment, and making complex information simple and actionable.

Prior to NaviPlan, John held various leadership positions including SVP of preparedness solutions and SVP of product management at Intermedix; chief technology officer and EVP at Informed Clinical Sciences Corporation; and chief technology officer at GE Healthcare.

Peter Dussel Chief operating officer, EMEA

As chief operating officer of our EMEA organization, Peter is involved in almost every aspect of the day-to-day and strategic business operations. With over 20 years of financial services industry experience, he leverages his expertise as a financial advisor and manager to spearhead operations for the Figlo team.

Peter has held a number of roles at Figlo, including project manager, product manager, and manager of operations. Prior to Figlo, Peter served as an advisor at Reaal and a financial planner at Fortask/PlanWeb in the Netherlands.

Our senior leadership team

Brian Kutmas Vice president, product development

Brian is responsible for product research and development; quality assurance; and the architecture and API strategy for the NaviPlan platform. For more than 15 years, Brian has worked in FinTech product development, successfully aligning technology and architecture to meet the business objectives of financial organizations.

Paul Raisanen Vice president, product management

As vice president of product management, Paul is responsible for leveraging data to uncover creative, actionable insights that can enhance the planning experience for both advisors and their clients. Drawing from a background of over 16 years in the financial services industry, he is establishing a metric-driven planning platform that reimagines how firms and advisors utilize intelligent data learning.

Tom Burmeister Vice president, financial planning

As vice president of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs. With a background in business law, compliance, and financial services technology, he has worked with some of the largest financial services firms in the world to increase success, exceed client expectations, and remain compliant with technology.

Andrew Knox Vice president, sales

As vice president of sales at NaviPlan, Andrew leads a team of all-star SMB, regional, and enterprise sales professionals while forming connections at the highest level within financial services firms. He is responsible for the development and implementation of NaviPlan's sales strategy to secure long-term relationships with institutions in both the U.S. and Canada.

Lee Laboy Vice president, IT and security

Lee oversees our software-as-a-service (SaaS) hosting operations; aligns information technology with business strategy; upholds and enhances our comprehensive, ISO-certified data security program; and leads the IT team in infrastructure, software, and process improvements. With over 25 years of experience, he is a highly accomplished IT professional with a proven track record of directing IT operations as well as maintaining high levels of system and application availability.

Daniel Gugala General counsel

As general counsel, Daniel oversees the legal and human resources functions at NaviPlan. With his decades of legal and information technology experience, he ensures that NaviPlan business leaders are making informed decisions that drive growth while managing risk. He is committed to working with internal and external partners to arrive at mutually beneficial agreements that result in successful outcomes for all parties.