Tony DemarcoTony Demarco
Internal Business Consultant

800-347-3533 x 126
Cell: 248-939-5691

Territories: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont

Years in industry: 5

Education: Bachelor’s degree in advertising and management from Michigan State University

Tony has several years of experience in the financial-services industry. He has worked for Northwestern Mutual as a financial representative and for Michigan First Credit Union as a financial service representative. Experience in the different financial sectors helps Tony work with advisers to overcome the challenges they face and help clients reach their financial goals.

Tony believes that the financial-services industry is constantly shifting and the only way to stay ahead of the changes is to become a lifelong student. To this end, Tony makes an effort to continuously educate himself about the latest in the financial industry. Tony enjoys spending time with friends and family and also likes to stay active. He enjoys playing golf and hockey, as well as fly-fishing up north.



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


Tony DeMarco
Internal Business Consultant
248-642-6640 Ext. 126
sales@flexibleplan.com

Tony has been part of the Flexible Plan team since 2018.

Contact Tony to schedule a meeting with Tony.
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.