Leverage Our Experience
Flagship Financial Partners has over 60 years of experience within the financial planning, investment advisory and insurance industry. With the diversity of education, industry and business, Flagship has the foundation to provide unbiased advice to our clientele.
Flagship Financial Partners Team
Jeff Thompson – Founder – Founder of Flagship Financial Partners, Jeff has over 19 years of financial services experience, previously serving as the Managing Partner of Larsen Thompson Wealth Management and a financial consultant with Merrill Lynch. Jeff handles all client investment policies, wealth preservation and wealth building strategies for the firm.
Stan Penton – Partner/Financial Advisor – Stan brings a wealth of management experience spanning over thirty years within the hospitality, health and service industries. He has owned Littleton’s premier equestrian training and boarding facility for over 12 years. Stan provides our clientele with financial and retirement planning, health and life insurance, long-term care and legacy and trust planning.
Michelle Sterling – Partner/Communications Director – Michelle brings over 25 years of world class experience in advertising, marketing and client service having spent most of her career managing projects for some of the largest advertising firms in the world. Michelle manages all communications, client service, and charitable events for the company.
Jackie Ertl – Client Relations Specialist – Jackie has been in the banking and financial industry since 1994. During her 16 years in the industry, she has been assisting and supporting management and sales staff from Associated Bank, Merrill Lynch, Wells Fargo, Larsen Thompson, Edward Jones and the Talon Group. She not only brings to Flagship a vast array of experience, but also the skills necessary for excellent administrative and client service.
Amy Gunter – Client Relations Assistant – Amy brings an administrative background with strong customer service. With a friendly personality, Amy provides support for our clients in administrative and portfolio reviews. Amy also schedules all appointments.
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