Flexible Plan Investments
Mail/Phone/Fax:
-
Flexible Plan Investments, Ltd.
3883 Telegraph Road, Suite 100
Bloomfield Hills, MI 48302
Phone: (248) 642-6640
Phone: (800) 347-3539 Outside Metro Detroit
Fax: (248) 642-6741
Email:
Regional Sales Manager Territorial Map
— 7/21/2008
Includes both VA/Mutual Fund and Retirement Channels.
Driving Directions:
-
Directions to our office from Detroit Metro Airport.
Company Directory:
| EMPLOYEE
|
POSITION |
EXT |
EMAIL
ADDRESS |
| Administration
|
admin@flexibleplan.com |
| Jerry C. Wagner |
President |
113 |
flexplan@ix.netcom.com |
| Renée M. Toth |
Executive Vice President |
139 |
|
| Bethany J. McHale |
Chief Compliance Officer |
122 |
|
| Philip L. Szurek |
CFO, VP Strategic Planning |
164 |
|
| John Iseman |
Corporate Counsel |
112 |
|
| Christine G. Einkorn |
Corporate Secretary,
Office Manager |
111 |
|
| Hubert Bohle |
Compliance Associate |
141 |
|
| Sales/Marketing
|
sales@flexibleplan.com |
| William G. Svenkesen |
VP
Broker Relations |
134 |
|
|
Len Durso |
National Sales Director |
227 |
|
| Scott Garretson |
Sales Manager |
178 |
|
| Internal Sales Support |
| Sharon A. Chope |
Internal Sales Representative |
155 |
|
| Deborah A. Fusciardi |
Internal Sales Representative |
140 |
|
| Adam Quiring |
Internal Sales Representative |
172 |
|
| Ralph Wojtowicz |
Scheduling |
|
|
| Marketing |
| Gary Burton |
Graphic Designer, Marketing Associate |
181 |
|
| Regional Sales Managers
|
| Ken Bortnick |
Texas, Louisiana |
101 |
|
|
Kathi Smith |
Pennsylvania, W. New York,
West Virginia, Maryland, Virginia, Dictrict of Columbia |
215 |
|
| Steve Rochen |
Alabama, Mississippi,
Georgia, Tennessee, North Carolina, South Carolina |
126 |
|
|
Ron Russman |
Midwest |
120 |
|
|
Trent Schield |
Rocky Mountains, West |
210 |
|
|
Bryan Smarch |
Northeast |
158 |
|
|
Jason Sprague |
Great Lakes |
138 |
|
|
Jeff Todd |
Florida, Puerto Rico |
212 |
|
| Operations
|
operation@flexibleplan.com |
| Sherry King |
Manager |
121 |
|
| Customer Services |
|
| Administration
|
|
| Mara L. Ward |
Manager |
114 |
|
| Janet A. Nicolo |
Administration Assistant |
163 |
|
| Colleen Kokkinis |
Office Assistant |
104 |
|
| Client
Services
|
clientservices@flexibleplan.com
|
| Laurie McGuire
|
Manager |
131
|
|
| Joyce Hutchinson |
Customer Service Representative |
147 |
|
| Maureen McCracken |
Customer Service Representative |
107 |
|
| Broker Administration
|
marketing@flexibleplan.com |
| Luanne M. Deziel |
Director Broker Administration |
135 |
|
| Barbara D. Rehahn |
Broker Administration Specialist |
171 |
|
| Jennifer Leonard |
Broker Administration Specialist |
170 |
|
| Trading
|
trading@flexibleplan.com |
| Rukshan Fernando |
Manager |
128 |
|
| Margaret Hernadi |
Trading Specialist |
143 |
|
| Jolene McVey |
Set Up Specialist |
159 |
|
| Lynell Rehahn |
Trading Specialist |
145 |
|
| Research
|
research@flexibleplan.com |
|
George Yang |
Director of Research |
129 |
|
| Rukmal Fernando |
Portfolio Research Assoc. |
152 |
|
| Information
Technology
|
programs@flexibleplan.com |
| Andrey Kuznetsov |
Programmer |
150 |
|
| Terry Hill |
Programmer |
144 |
|
| Bob
Wilhem |
Programmer |
175 |
|
| Annuity Price
Center
|
130 |
admin@annuityprices.com
|
|
Disclosure