Trent Schield
Market Leaders Product Specialist

800-347-3539 x 2
Direct: 303-618-6000
tschield@flexibleplan.com
Territories: Across the U.S.
Years in industry: 27
Education: Finance, University of Colorado Denver Marketing, Metropolitan State College of Denver

Trent Schield's introduction to actively managed strategies began in his early teens, when he rode the bus from school to his father's office. His father - rather than watch his son engage the hard working employees with his gift of conversation - put him to work doing statistical research.

Later, when the company built a website for advisors, Trent was asked to present it to the 80+ advisors at one of their annual conferences: he was a natural born speaker.

By listening in on conversations with advisors, he quickly learned how to convey the attributes of actively managed strategies to advisors, simplifying the complex for clients.

Based upon that talent, the logical next step after college was to become an internal wholesaler. But that was short lived, and he soon had the real experience out in the field, not in the office.

With over 20 years of this experience, Trent has helped thousands of advisors understand the principles of risk-managed strategies, and more importantly, how to address the emotional decision making by clients that too often destroys well-thought-out investment programs. He has worked one-on-one with clients as well as addressed groups of thousands at national conventions.

Together with his father, Marshall Schield, Trent recently published the book “Dow 85000! Aim Higher!” which draws upon his decades of sector investing experience and his first "investment love"—active sector allocation. "Advisors and clients need to know they can do better, much better, than simply buy and hold.” He opines, "What is needed is the right mixture of active strategies that smooth the ride and balance performance. The time is right; it's a perfect investment environment for active sector allocation to add significant over performance."

In his spare time, Trent enjoys spending time with his family (three smart, fun, good looking, and very active children: Cole, Vann, and Levi) and their extensive hobbies (National BMX racing, wake boarding, travel, skiing, and football to name a few).

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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Jennifer Thompson
Sales Event & Service Coordinator

248-642-6640 x 184
sales@flexibleplan.com

Jennifer has been part of the Flexible Plan team since 2005.

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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.