800-347-3539 x 2 Direct: 703-625-1775 firstname.lastname@example.org Territories: District of Columbia, Delaware, Maryland, New Jersey, Eastern Pennsylvania, Virginia Years in industry: 24 Education: George Washington University – International Economics (1994)
With over 20 years industry experience raising assets for mutual funds, separate accounts, REITs and private placements as well as running his own investment company focused on assisting real estate investors find solutions to their potential capital gains problems, Bob brings a wealth of knowledge and a track record of success with him to Flexible Plan Investments.Helping financial advisors grow their practices by serving their clients has been Bob’s goal throughout his extensive career. Starting with Calvert Funds before transitioning to real estate syndicators, Bob learned that by actively engaging with financial professionals to show them new ways to expand their client base, lasting relationships can be built, ultimately leading towards increased sales. The result: increased production for the advisors, and satisfied clients.Bob's move to Flexible Plan Investments has been a natural progression that allows him to help advisors build a fee-based business. Flexible Plan assists with the active management, freeing up an advisor's time to focus on gathering more assets and uncovering new markets to prospect.Bob and his wife Molly reside in Severna Park, MD with their three boys. Bob enjoys spending time with friends and family and especially loves coaching his three sons Ryan, Jack, and Owen in their sporting endeavors.
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.
800-347-3539 x 146 email@example.com Brandon has been part of the Flexible Plan team since 2013.
248-642-6640 x 171 firstname.lastname@example.org 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.
248-642-6640 x 131 email@example.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.