800-347-3539 x 2 Direct: 312-399-3222 firstname.lastname@example.org Territories: North Carolina, South Carolina, Georgia, Florida, Tennessee, Mississippi, Alabama Years in industry: 15 Education: MBA, Financial Management from Benedictine University BS, Communications from Southern Illinois University
As a child, Anna spent time with her grandfather reading The Wall Street Journal and learning about investments every Sunday. Anna shares her grandfather’s passion for the markets and love for family. Unfortunately, his financial adviser invested in the wrong technology stocks during the tech boom. This was a hard life lesson about the potential for loss and the need for diversified risk management.During the 2008 global financial crisis, Anna earned her MBA to better understand proper risk management for investors. She is dedicated to putting together solutions for advisers and their clients that can help mitigate risk, allow them to manage risk exposure, and help them manage downside risk to smooth out volatility while continuing to pursue strong returns.Anna joins Flexible Plan Investments dedicated to the goal of helping advisers find the best risk-adjusted solutions for their clients.
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 177 email@example.com Jordan has been part of the Flexible Plan team since 2012.
Contact Jordan to schedule a meeting with Anna
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.