Leonard Durso, ChFC, AIF
Regional Business Consultant & VP Group Retirement

800-347-3539 x 2
Direct: 412-225-4936
ldurso@flexibleplan.com
Territories: Across the U.S.
Years in industry: 27
Education: Associates, Marketing—CUNY Nassau

As an advocate for active management, I use my extensive experience in finance and business to:
- Discover new markets and opportunities to build fee-based business.
- Help grow and preserve client wealth using active management.
- Systematically build relationships with advisors that turn new clients into lifetime clients.
- Speak at industry events about the benefits of active management.

After 20 years of experience in financial services, I have a sharp eye for how financial advisors can strategically grow their business. As a former owner of a successful financial advisory firm, I understand the challenges advisors face day to day, and I know how to help. I hold an Accredited Investment Fiduciary designation and a degree in marketing.

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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Jordan Liabenow
Internal Business Consultant

248-642-6640 x 177
jordan@flexibleplan.com

Jordan has been part of the Flexible Plan team since 2012.

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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.