As Vice President of National Sales, Anna Kinsella is responsible for leading the Sales team, creating processes, and ensuring quality service to build long-term relationships with advisers and their firms. Ms. Kinsella previously served as the FPI regional business consultant for the Southeast region.

Ms. Kinsella has a Bachelor of Science degree in communications from Southern Illinois University, an MBA in financial management from Benedictine University, and more than 15 years of experience in financial services. Before joining FPI, she worked at some of the best-known firms in the industry, including Oppenheimer, Nuveen, and LPL Financial, serving in roles in business development and as a product specialist and investment consultant. She holds her FINRA Series 7, 63, and 65 licenses.

Rukshan Fernando is responsible for all accounting and financial reporting at Flexible Plan Investments (FPI). Mr. Fernando has been part of the FPI family for more than 20 years. Before serving as FPI’s chief financial officer, he worked in various other roles at FPI, including head of the Trading department. He has a bachelor’s degree in Finance from Walsh College.

Sean Burke earned his BA in Business Administration and Sport Management from Aquinas College (2003). He holds a JD (2011) and LL.M. in Taxation (2012) from Western Michigan University Cooley Law School. Sean joined Flexible Plan Investments, Ltd. in November of 2018. Prior to joining Flexible Plan, he was an associate attorney for a small general practice law firm in Novi, Michigan.

Jason Teed is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies (up to and through completion and actual trading), proprietary asset-allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.

Mr. Teed holds an MBA in finance from Walsh College of Accountancy and Business Administration, where he graduated magna cum laude. He holds the designation of Chartered Financial Analyst (CFA).

Renée Toth, Executive Vice President of Flexible Plan Investments, Ltd., is a graduate of the University of Michigan, where she earned her Bachelor of Arts degree (1990). Her responsibilities include oversight of all company Operations, Sales and Marketing efforts, as well as implementing trading strategies between the Research and Client Services Departments and maintaining service/trading guidelines among the over three dozen custodial platforms where Flexible Plan client assets are invested.

Since joining Flexible Plan in 1991, Ms. Toth has helped develop administrative systems and investment products with scores of mutual fund and insurance companies, trust companies, and qualified plan providers to promote a common ground in the active management industry. Ms. Toth has served on the Board of Directors of the National Association of Active Investment Managers (NAAIM), holding the offices of Director, Secretary, Vice President, President and Chairperson.

Jeffrey Ingalsbe is an experienced information technology (IT) and cybersecurity leader within the automotive, academic, and financial-services industries. As the chief information officer at Flexible Plan Investments, Ltd. (FPI), he oversees all aspects of IT to ensure that it promotes the success of the business. He is responsible for devising the company’s IT strategy and ensuring that all systems necessary to support its operations and objectives are in place. In addition, as the chief information security officer at FPI, he leads the firm's efforts to address risk by developing and deploying policies, processes, and technologies, and by engaging employees and business partners in sound cybersecurity practices.

Before joining FPI, Mr. Ingalsbe was an assistant professor and chair of the Computer Information Systems and Information Assurance Department at the University of Detroit Mercy. He has also served as director of the Center for Cyber Security and Intelligence Studies, where he coordinated cybersecurity strategy efforts with government entities, other universities, law enforcement agencies, and industry entities. Mr. Ingalsbe also spent 14 years at Ford Motor Company, where he held a variety of IT and security-related positions. He led complex threat-modeling efforts on strategically important enterprise initiatives, managed research for directors and VPs, and represented Ford on U.S. Department of Homeland Security national working groups.

Melissa Karas is responsible for creating and implementing marketing strategies, programs, and communications that further Flexible Plan Investments’ (FPI) reputation as a trusted partner in wealth management. This includes developing and coordinating marketing campaigns, social and traditional media communications, events, and cross-departmental projects to promote FPI products and services to the independent broker-dealer and registered investment adviser community.

Ms. Karas has been a part of the FPI family since 2011. She is a graduate of Michigan State University, where she earned a Bachelor of Arts degree in communication with an emphasis on organizational communication, a minor in public relations, and a business cognate. (Go green!)

Michelle Higgins earned her MBA in Strategic Management from Davenport University (2010) and her BA in Business Management from Detroit College of Business (1999). Michelle is responsible for planning and directing the operations department at Flexible Plan. She has 20 years of experience in financial services operations. Prior to joining Flexible Plan, Michelle was with Morgan Stanley Smith Barney. She has previously held FINRA Series 7 & 66 licenses. Michelle has held management positions with several bank trust departments in Michigan. She joined Flexible Plan in 2011.

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.

Jacob has been part of the Flexible Plan family since 2011.

Eryn has been part of the Flexible Plan team since 2021.

Timothy Hanna is responsible for performing applied economic and quantitative research for Flexible Plan Investment’s strategies and mutual funds. He reviews new and existing strategies, ensuring that algorithms perform within expectations, providing modifications to achieve best execution and efficient implementation. Mr. Hanna has a bachelor’s degree in accounting from Wayne State University and a master’s degree in finance from Walsh College. He holds the designations of Chartered Financial Analyst (CFA) and Certified Fixed-Income Practitioner (CFIP).

Before joining Flexible Plan Investments, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader.

Kenneth has been part of the Flexible Plan team since 2022.

Sherry has been part of the Flexible Plan family since 1996.

Laurie has been part of the Flexible Plan team since 1993.

Kevin has been part of the Flexible Plan family since 2011.

Carol has been part of the Flexible Plan family since 2014.

Greg has been part of the Flexible Plan team since 2011.

Barb has been part of the Flexible Plan team since 2000.

Charlie has been part of the Flexible Plan family since 2011.

Mara has been part of the Flexible Plan family since 1992.

Laurie has been part of the Flexible Plan team since 1993.

Jennifer has been part of the Flexible Plan team since 2005.

Barb has been part of the Flexible Plan team since 2000.