800-347-3539 x 2 Direct: 651-338-5670 email@example.com Territories: Iowa, Minnesota, North Dakota, South Dakota, Wisconsin Years in industry: 15 Education: University of Minnesota
As an established entrepreneur, Mike has developed and built several companies. After 15 years, he decided to move to a new industry – financial services. Mike, with his wife Cassandra as his partner, joined the broker-dealer Global View Capital Advisors in Bloomington, Minnesota, where they expanded their advisor base and grew their total assets under management. It was at GVCA that he became acquainted with Flexible Plan and the concept of "Strategic Diversification."Mike understands that advisors need tools to defend against all markets – bull and bear. With his experience as an investment advisor, Mike can relate to the challenges that advisors face in meeting client expectations.Mike currently resides in Lakeville, Minnesota, with his wonderful wife and their beautiful daughter Gianna. Most of their time together is spent enjoying the outdoors or inside a hockey rink. Mike is also actively involved in his local community and church and gives his time and talents to non-profits that are near and dear to his heart.
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.
800-347-3539 x 158 firstname.lastname@example.org Jordan has been part of the Flexible Plan team since 2017.
Contact Jordan to schedule a meeting with Mike
248-642-6640 x 171 email@example.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.
248-642-6640 x 131 firstname.lastname@example.org 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.