PlanMember
In January of 2011, Allyn Close joined PlanMember Financial Corporation to head up sales and distribution. Prior to joining PlanMember, Allyn Close was Senior Vice President of Independent Sales and Distribution and Marketing for Symetra Financial Corporation in Seattle. Over his twelve-year tenure there, Al held leadership roles in corporate marketing, product marketing, sales incentives, broker/dealer and independent sales and distribution. During his more than 25 years in the industry, Al Close has focused on accelerating revenue growth and profitability for both privately held and publicly traded companies. He also served as President and CEO of Interpacific Investors Services, Inc., and also held management and sales positions at Mutual Benefit and R.L. Evans Company.
PlanMember
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 Carpinteria, CA.