800-347-3539 x 204 Direct: 248-939-5700 email@example.com Territories: Kentucky, North Carolina, South Carolina, Virginia, Indiana, Michigan, Ohio, Western Pennsylvania Years in industry: 29 Education: Bachelor’s degree in history from Oakland University
Christopher started his career in the financial-services industry as a runner for Merrill Lynch. He then became an adviser working for American Express Financial Advisers and grew his experience with JPMorgan Chase, ABN AMRO, Key Bank, and Citizens Bank.He and his wife reside in Troy, Michigan, with their daughter, Isadora Joylynn, and son, Duke Christopher. His hobbies include weekend trips north to enjoy Michigan's God-given beauty, going to Disney World, spending time with family and friends, and motor sports.
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.