Tim BrennanTim Brennan
Regional Business Consultant

800-347-3539 x 2
Cell: 636-299-7061

Territories: Illinios, Indiana, Kansas, Missouri, Tennessee

Years in industry: 30

Education: Bachelor of Arts in Accounting, Webster University

Tim has nearly three decades of retail and wholesale experience in the financial services industry. He has worked directly with clients, helping them develop and implement strategies to reach their long-term financial objectives. In addition, Tim spent more than 12 years working as a regional vice president for both Pacific Life and AXA Distributors. He has helped financial advisors grow their practices by developing risk-management strategies to use with their clients. Tim's experience gives him valuable insight into the issues advisors face helping clients navigate the road to their financial goals.

Tim is married to Sharon, his wife of over 30 years. They have two daughters. Tim enjoys playing golf and volleyball and spending free time with family and friends. Tim is a dedicated student of the financial services industry. An avid reader, he is constantly learning about finance, investing, investor behavior, and quantitative analysis.



DEDICATED INTERNAL SALES TEAM

Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices


Jordan Liabenow
Internal Business Consultant
248-642-6640 Ext. 177
sales@flexibleplan.com

Jordan has been part of the Flexible Plan team since 2012.

Contact Jordan to schedule a meeting with Tim.
Barb Valenzuela
Advisor Administration Manager
248-642-6640 Ext. 171
bvalenzuela@flexibleplan.com

Barb has been part of the Flexible Plan team since 2000.

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Laurie McGuire
Manager Client Services
248-642-6640 Ext. 131
clientservices@flexibleplan.com

Laurie has been part of the Flexible Plan team since 1993.

Contact Laurie if you have service or billing questions about your existing client accounts.