Tom ShupeRegional Business Consultant
800-347-3539 x 2
Territories: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont
Years in industry: 26
Education: Bachelor’s degree in business management from Eckerd College.
Tom draws on more than 25 years of financial-services industry experience at some of the largest firms in the business. Most recently, Tom covered the state of Connecticut for Franklin Templeton Investments, where he shared numerous business-building ideas and portfolio-construction techniques, and conducted hundreds of educational seminars. A true student of the market, Tom has long been considered an "adviser to the adviser" and a true partner within the financial-adviser community by listening, understanding, and helping his partners manage portfolios as well as their practice. Tom is currently studying for his Certified Investment Management Analyst (CIMA) designation.
Tom's personal philosophy regarding his work with financial advisers is very simple: If we manage risk effectively, then it will be easy to manage the emotions and expectations of the client. This allows the client to achieve their financial goals without the burden of fear.
Tom and his wife, along with their 16-year-old son, live in the Hartford area. They enjoy playing and watching ice hockey, skiing and snowboarding, and going to the beach.
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 Tom.
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.