Steve Demetrovits' extensive career in the financial-services industry includes executive and leadership roles in sales management and national account management at Voya Investment Management, Stadion Money Management, and Oppenheimer Funds Inc. Demetrovits holds FINRA Series 7, 24, 63, and 66 licenses. He is responsible for retaining, managing, and growing existing relationships, while discovering new opportunities for the company.Steve Demetrovits heads the company's national accounts initiatives; drive business-development efforts; serve on the company's executive committee; and help align relationship management, sales, and marketing efforts to meet the company's business goals. He is responsible for leading business development with strategic partners and key stakeholders at registered investment advisers; turnkey asset management programs; variable annuity firms; and independent, national, and regional broker-dealers.
Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.
Jennifer has been part of the Flexible Plan team since 2005.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Barb has been part of the Flexible Plan team since 2000.
Contact Laurie if you have service or billing questions about your existing client accounts.
Laurie has been part of the Flexible Plan team since 1993.