Tim BrennanRegional Business Consultant
800-347-3539 x 2
Territories: Illinios, Indiana, Kansas, Missouri, Tennessee
Years in industry: 31
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
Internal Business Consultant248-642-6640 Ext. 177
Jordan has been part of the Flexible Plan team since 2012.
Contact Jordan to schedule a meeting with Tim.
Advisor Administration Manager248-642-6640 Ext. 171
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.
Manager Client Services248-642-6640 Ext. 131
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.