800-347-3539 x 146 Direct: 248-939-5693 email@example.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.
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.
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.