John HershockRegional Business Consultant
800-347-3539 x 2
Territories: Southern California
Years in industry: 29
Education: Vanguard University
John began his career as a financial advisor after spending five years in the United States Navy. He has worked as an internal sales consultant, wholesaler, and external sales professional. He has provided sales and support to financial advisors in NYSE firms, the independent broker/dealer channel, proprietary broker-dealers, banks, and registered investment advisors. He also established Castle Rock Distributors, LLC, with the intent to work with boutique managers in private equities, commodities trading, real and hard assets, hedge funds, and the structured-products space.
John attended Pennsylvania State University before enlisting in the United States Navy and earned a degree in organizational management from Vanguard University. He is currently enrolled in the Chartered Alternative Investment Analyst program.
John is married and has two daughters, two dogs, and four cats. He enjoys spending time with his family, traveling, hiking, camping, water skiing, and participating in pretty much any activity that is outdoors. His true passion is riding, training, and racing his bicycle for a local team in Southern California.
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. 158
Jordan has been part of the Flexible Plan team since 2017.
Contact Jordan to schedule a meeting with John.
Director Broker Administration248-642-6640 Ext. 135
Luanne has been part of the Flexible Plan team since 1993.
Contact Luanne 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.