This is a bio.

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We are entrepreneurs.

We are investors.

We are family.

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Joshua Joseph

Founder & CEO

josh@bigplanholdings.com

Josh is the Founder and CEO of Big Plan Holdings, a Nashville, Tennessee based diversified family holding company with investments in various industries. As a serial entrepreneur, Josh helps lead the family’s vision behind Big Plan Holdings to incubate new business ventures for their own family, along with strategic investments with joint venture partners, and also mentoring and educating up and coming entrepreneurs.   

 

Big Plan Holdings investment focus includes industries such as real estate, cannabis, music and entertainment, branding and licensing opportunities, and other unique and diversified positions.

 

Josh has spent the majority of his professional career in commercial real estate with Principal and brokerage transactions totaling in excess of $1.0 billion.  He has consummated real estate deals in over 40 states within the United States and has acquired, developed, sold, and valued properties in nearly every asset class within the real estate industry.  His vision behind investing has been strategic and opportunistic, while the clients he has served and continues to serve include some of the country’s largest banks, Special Servicers, and public and private real estate companies.

 

Josh was a Founder of Grassroots Cannabis (GR Companies, Inc.) a Chicago-based multi-state cannabis company that was founded in 2014 with a sale exit of the company in July 2020 for approximately $850.0 million.   Starting with three successful dispensary license applications in Illinois, Josh and his partners built Grassroots to the largest privately-held cannabis company in the United States and the 5th largest cannabis company including all the publicly traded cannabis companies up until the company’s sale.  Josh oversaw all real estate site selection, municipal and governmental approvals for the company’s cultivation, processing, and retail store footprints.  Upon the exit of the company, GR was in 12 states and had grown to over 1,100 employees.

 

He sits as a Board Member of companies and organizations including SpinIntel, 3rd Eye High, The Lupus Society of Illinois, and The Adlai E. Stevenson High School Foundation. Josh is a graduate of the University of Illinois and splits time between Chicago and Nashville.

Tara Joseph

Co-Founder

tara@bigplanholdings.com

Tara Joseph serves as a Co-Founder of Big Plan Holdings and CEO of 3rd Eye Hi. Her everlasting passion for women's health and wellness has led her to create a CBD focused brand. An artist at heart, Tara has an extensive background in fashion design, senior-level retail management, buying, and company branding with professional stops including Nordstrom and Claire’s Accessories. Tara has dedicated over a decade to a number of private and public organizations including President of the Illinois District 102  Parent Teacher Organization, the Fundraising Coordinator of the Stevenson High School Foundation, and a member of the Amazing Women Entrepreneur Network. Constantly seeking new business opportunities, Tara plays a large role in business acquisition alongside her husband, Josh.

Sydni Joseph

Co-Founder

sydni@bigplanholdings.com

Sydni Joseph is a Co-Founder of Big Plan Holdings where she began her professional career at a young age. Sydni is a recent college graduate from the University of Kentucky where she received a Bachelor's of Business in Marketing along with a Bachelor's of Science in Fashion Merchandising, Apparel, and Textiles. Sydni finished her academic career with a dual degree and summa cum laude highest honors.

 

Empowering women in business is incredibly important to Sydni, as she fortunately has the privilege of being a young female entrepreneur herself. In addition to Big Plan Holdings, Sydni is a Co-Founder and the Director of Branding & Operations for 3rd Eye Hi - a luxury women's lifestyle subscription service. 3rd Eye Hi extends beyond the physical products by offering nationwide events to strengthen, love, and support women everywhere.

 

With a passion for events, Sydni spent the last three academic years as a Student Event Manager at the University of Kentucky's Events Office. During Summer and Winter breaks, Sydni was a Special Events Assistant at Kehoe Designs - Chicago's leading luxury event production company - where she worked on celebrity weddings, music festivals, galas, and Fortune 500 corporate events. Serving as the Vice President of Event Management for Alpha Delta Pi Sorority, Sydni obtained tremendous experience and built an expansive network in the industry.

Sydni is eager to continue her work with Big Plan Holdings where she plans to explore each business opportunity and grow along the way.

Sophie Joseph

Co-Founder

sophie@bigplanholdings.com

Sophie Joseph is currently a student at the University of Kentucky where she is studying Special Education and Criminology. Her passion for the Special Education community at such a young age has steered her to pursue a career in that field, while also advocating for other underrepresented groups and communities.

 

Sophie’s engagement in the world of activism entails rescue and rehabilitation work with animals, volunteer work at a therapeutic riding barn called Equestrian Connection, Board Member of Gigi’s Playhouse and Public Relations involvement with Best Buddies. Her latest project Finders 2 Keepers, focuses on both community outreach and social-justice awareness through social media influence. She finds herself most engaged, and successful, in lines of work which involve amplifying and supporting people, animals, and places which oftentimes lack representation, leading her to the position as President in the Joseph Family Foundation. 

Michael Mook

Principal & Chief Strategy Officer

Michael Mook is a Principal and Chief Strategy Officer at Big Plan Holdings.  Michael joined Big Plan Holdings after a successful 30-year Wall Street career as an innovative partner and creative problem solver with a demonstrated expertise running and developing businesses.  Combining sophisticated trading and market knowledge with advanced technological skills, Michael successfully created, implemented, and promoted entrepreneurial ventures. During his time on Wall Street, Michael produced new revenue centers for financial service firms while simultaneously reducing costs.

 

Among other ventures, Michael currently serves as CEO of a crowdfunding start-up.  In addition to his role as CEO, Michael runs his own family office and is a strategic investor in both cannabis and crypto currencies.  He is working on facilitating, coordinating, and raising funds for deals involving dispensaries, grow facilities, sale/leasebacks, and other cannabis related entities.  Michael has an extensive network that spans Wall Street, fintech, and cannabis.  He is an early investor in the cannabis and crypto industries with interests in Jm10, Bloom Farms, Rose Capital/BR Brands, JW Asset, Glas Inc., Sava, and Talos Trading. 

Sean Marshall

Principal and General Counsel

sean@bigplanholdings.com

Sean is a Principal and General Counsel of Big Plan Holdings, a Nashville, Tennessee-based diversified family holding company with investments in various industries. 

Throughout Sean’s' professional career, he has served in both a legal and business capacity for a variety of companies across numerous sectors.  Most recently, Sean worked for the largest local owner and operator of Honky Tonks and entertainment venues in downtown Nashville. During this time, Sean had direct experience with a multitude of bars, restaurants, marinas, golf courses, country clubs, parking facilities, and other assorted ventures. Sean’s primary focus was on operations, promoting revenue growth, and risk management while handling business, legal, and government relations issues. 

 

Previously, Sean was in-house legal counsel for the NHL's Nashville Predators and Bridgestone Arena. Sean spent his days providing general legal/negotiating support and drafting/reviewing air charter and ground transport, business, human resources, finance, branding, sponsorship, advertising, hockey, entertainment, and venue related contracts and agreements.  He also focused on overseeing team and venue related litigation, day-to-day insurance and risk management functions, resolving intellectual property issues, and managing a trademark portfolio. Through Sean’s time with the Predators and Bridgestone Arena, he cultivated tremendous relationships that led to success in real estate, infrastructure expansion, development, and capital improvement projects.


Before moving to Nashville, Sean lived in South Florida, working in both the real estate legal and financial sector.  As an attorney, Sean handled firm business development and represented real estate lenders and servicers in commercial litigation, mortgage foreclosures, mediations, code enforcement matters, evictions, and title resolution issues.  Sean worked for Grandbridge Real Estate Capital where he solicited new deals and analyzed financial statements, property leases, lending documents, and all other related real estate and credit material. 

 

Sean served as a Prosecutor for the Office of the State Attorney and was engaged in all aspects of litigation. During his time as a Prosecutor, Sean researched and drafted memoranda, prepared and argued motions, conducted witness interviews, and did first chair jury and non jury trial work.


Sean is currently a member of the State of Florida and Tennessee Bars, the United States District Court – Northern, Middle, and Southern Districts of Florida, Board Member of The Nashville Downtown Partnership, and Immediate Former Chairman of the Board of the Downtown Nashville DISTRICT 501(c)3 Organization.  Sean is a three-time graduate of the University of Florida and lives in Brentwood, Tennessee with his wife, Taylor, and two sons.
 

Brandy Gibson

VP of Operations

brandy@bigplanholdings.com

From Los Angeles to Nashville, Brandy Gibson's instincts, creativity and natural ability to connect people has left a lasting affect on business communities nationwide. From catering to Hollywood elite at the Estee Lauder Company and Macy's to providing business solutions for companies like TEDx, The Academy of Country Music, The Country Music Association and Vanderbilt University, she has been instrumental in providing solutions that yield professional, individual and personal growth. There is no limit to level of success and endless amount opportunities she is bringing to Big Plan Holdings....and if you bring a dog to see her, you'll get bonus attention! Her love for animals is just a taste of the passion she brings to her work.

Eric Russell

Advisor

Eric is a financial acquisitions and operations professional with over $700M in transaction experience across wide-ranging asset types. His background includes leading growth strategy and finance for nationwide behavioral health hospital company, Haven. Previously,  Russell was CFO for Disruptive Nashville - TN-based real estate development group - where the firm experienced growth trajectory of $50M to $400M+ in AUD within two years. Prior, Eric led acquisitions and asset management for the publicly traded, long-term care company, Diversicare, where the company grew from $100M in annual revenue to $550M during his tenure. 

 

In those roles, Eric's responsibilities included investor relations, overseeing underwriting and deal sourcing, management of debt/equity closings, structuring joint ventures, and financial operations. Throughout his career, Eric has consistently proved himself a pivotal agent in scaling high-growth startups, mid-market private equity portfolio companies, and publicly traded companies.


Eric has an MBA from Carnegie Mellon, an MRED (Master in Real Estate Development) from IE Business School (Madrid, Spain) and a BBA from the University of Kentucky. He sits on the board of Andes Capital, a student housing company in Latin America.

Margo Berkowitz

Director of Special Events & Vendor Relations

margo@bigplanholdings.com

Margo Berkowitz is the Director of Special Events & Vendor Relations for Big Plan Holdings. She brings a wealth of business operations management experience, having worked in several high-paced and high-valued industries. Alongside running several businesses of her own, Margo has raised two beautiful daughters. Margo loves connecting with new people and cultivating meaningful relationships from the word “go.” She is genuinely interested in every aspect of the lives of the people she meets and readily puts people at ease to gain their trust and partnership. Margo is comfortable leading others and takes a collaborative approach to create solutions that are beneficial to all.

Katie Larson

Creative Business Strategist

katie@bigplanholdings.com

Katie Larson is the Creative Business Strategist for Big Plan Holdings. Katie has recently relocated to Nashville upon the culmination of her academic career at the University of Alabama. Katie spent her last two years with the University of Alabama’s Capstone Agency where she served as the Senior Strategist working with EcoCAR and Arts ‘n Autism. A born multi-tasker, Katie earned her degree with highest honors from Alabama’s College of Communication and Information Sciences while she served as the Publicity Director for the Black Warrior Film Festival – a student-run international film festival showcasing student films. Katie spent her summers with Modern Luxury Media and Stacy Kessler’s® sustainable designs in New York City. Katie’s passions include photography, 70’s music, and philanthropy, and thus she is a long-time supporter of – and former intern for – Ronald McDonald House. Serving as the Social Chair for Phi Mu Sorority, Katie gained invaluable experience in event planning and implementation and is eager to continue learning and growing at Big Plan Holdings.