Rob ShampineInternal Business Consultant
800-347-3539 x 206
Territories: Alaska, Southern California, Puerto Rico, U.S. Virgin Islands
Years in industry: 18
Education: Bachelor’s degree in business management from Colorado State University
Rob has more than 15 years' experience in the financial-services industry in both the brokerage and independent RIA space. Previously, he worked for an independent RIA, where he was responsible for business development and managing the practice in various capacities. This broad experience gives Rob the firsthand knowledge of the challenges and rewards that advisors face each day as they strive to help their clients reach their financial goals, and simultaneously scale and grow their practices with strategic outsourcing partners.
Rob has two amazing teenagers that fill his time with all sorts of fun activities, including friends hanging out, marching band, and various school events. He enjoys all sorts of music, reading, and traveling. In the winter, you'll find him heading north to hit the trails on his snowmobile. He also enjoys biking, golfing, and all of the fun things Michigan has to offer in the summer. Health, fitness, and personal growth are important to Rob.
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. 206
Rob has been part of the Flexible Plan team since 2017.
Contact Rob to schedule a meeting with Rob.
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.