Tony DemarcoInternal Business Consultant
800-347-3533 x 126
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
Internal Business Consultant248-642-6640 Ext. 126
Tony has been part of the Flexible Plan team since 2018.
Contact Tony to schedule a meeting with Tony.
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.