Flahaven will support retirement plan advisers in northern Illinois and Wisconsin. He has worked in retirement plan services for nearly 30 years. Before joining The Standard, he was a regional sales director for One America/AUL Retirement Services. He also has held management and sales leadership positions at Firstar Bank Trust Company, Royal American Bank Investment Services and First Colonial Bank Investment Services.
Flahaven holds a bachelor’s degree in finance from the University of Illinois and a master’s of business administration in marketing from Dominican University. He holds the Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF) and Certified Retirement Counselor (CRC) designations, and FINRA Series 7, 24 and 63 securities licenses. He holds state insurance licenses for Illinois, Wisconsin, Indiana, Minnesota and Iowa.
Forneris will support advisers in Michigan, northern Ohio and northern Indiana. He has worked in financial services for more than 10 years with a focus on retirement plans. Before joining The Standard, he was a senior sales representative in retirement services for Principal Financial Group, where he also served as a sales representative, benefit and planning counselor, and senior account executive. He served for four years in the United States Navy in Pearl Harbor, Hawaii, where he received an honorable discharge in 1996.
Forneris is a graduate of Western Illinois University. He holds the Accredited Investment Fiduciary (AIF) and Certified Retirement Plans Specialist (CRPS) designations, and FINRA Series 6, 7, 63 and 65 securities licenses. He holds state insurance licenses for Ohio, Pennsylvania and New York.
The Standard provides financial products and services, including retirement plans products and services, individual annuities and investment advice.