Anna Kinsella
Regional Business Consultant

800-347-3539 x 2
Direct: 312-399-3222
akinsella@flexibleplan.com
Territories: North Carolina, South Carolina, Georgia, Florida, Tennessee, Mississippi, Alabama
Years in industry: 15
Education: MBA, Financial Management from Benedictine University BS, Communications from Southern Illinois University

As a child, Anna spent time with her grandfather reading The Wall Street Journal and learning about investments every Sunday. Anna shares her grandfather’s passion for the markets and love for family. Unfortunately, his financial adviser invested in the wrong technology stocks during the tech boom. This was a hard life lesson about the potential for loss and the need for diversified risk management.

During the 2008 global financial crisis, Anna earned her MBA to better understand proper risk management for investors. She is dedicated to putting together solutions for advisers and their clients that can help mitigate risk, allow them to manage risk exposure, and help them manage downside risk to smooth out volatility while continuing to pursue strong returns.

Anna joins Flexible Plan Investments dedicated to the goal of helping advisers find the best risk-adjusted solutions for their clients.

DEDICATED INTERNAL SALES TEAM

Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices.


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Jordan Liabenow
Internal Business Consultant

248-642-6640 x 177
jordan@flexibleplan.com

Jordan has been part of the Flexible Plan team since 2012.

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Barb Valenzuela
Advisor Administration Manager

248-642-6640 x 171
bvalenzuela@flexibleplan.com

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

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.


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Laurie McGuire
Manager Client Services

248-642-6640 x 131
clientservices@flexibleplan.com

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

Contact Laurie if you have service or billing questions about your existing client accounts.