PlanMember
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PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in... Read more
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Jon Ziehl
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Terry Janeway
Executive Vice President, Chief Operating Officer
Allyn Close
Senior Vice President, Sales & Distribution
Tom Nugent
Executive Vice President, Chief Investment Officer
Brent Neese
Senior Vice President, Institutional Retirement Services
Byron Bowman
Senior Vice President, General Counsel
Jennifer Brittingham
Senior Vice President, Retail Services
Hamza Syed
Chief Technology Officer
Sean Haley
Vice President, Chief Compliance Officer
Steve Hanson
First Vice President, Strategic & Product Development
Angel C. Sugleris
Vice President, Human Resources Administration & Facilities
Michelle C.
VP / Controller
