800-347-3539 x 2 Direct: 903-824-5237 email@example.com Territories: Arkansas, Louisiana, Oklahoma, Texas Years in industry: 25
Michael has more than 20 years of experience in the financial-services industry, having started on the retail side as a financial adviser with Stifel Nicolaus and Merrill Lynch. He later shifted to the wholesale side in 2003, working with turnkey asset management platforms to help advisers build stronger and more efficient practices. Before joining Flexible Plan Investments, Michael worked with buy-and-hold strategies. After witnessing the breakdown of such strategies firsthand, he knew there had to be a much better approach. He found that missing piece with Flexible Plan’s dynamic risk management.Michael is fully committed to the success of the advisers he works with and believes in empowering them to practice at the highest level of their profession by forging strong relationships. His consultative approach ensures that he truly understands their goals and the objectives of their practices.Michael lives in Texarkana, Texas, with his wife, Susie. They have three daughters, all in college. He spends his free time with his family and playing the occasional round of golf.
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 146 firstname.lastname@example.org Brandon has been part of the Flexible Plan team since 2013.
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.