Brandon Noronha
Internal Business Consultant

800-347-3539 x 146
Direct: 248-939-5693
bnoronha@flexibleplan.com
Territories: Arkansas, Hawaii, Louisiana, Oklahoma, Tennessee, Texas
Years in industry: 7
Education: B.A. in Business Management from Oakland University, M.S. in Finance from Walsh College

Brandon firmly believes that a diversified, actively managed portfolio allows investors to overcome hazards associated with emotion-based investing that doesn't focus on managing risk. His personal goal is to provide financial advisors with the highest level of service, support, and education, while also helping them retain clients and grow their practices.

Brandon and his beautiful wife, Christina, reside in Utica, Michigan, with their 3-year-old son, Nolan. He enjoys playing golf, fishing, and spending time with his friends and family.

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.


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Barb Valenzuela
Advisor Administration Manager

248-642-6640 x 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.


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Laurie McGuire
Manager Client Services

248-642-6640 x 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.