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.
Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.
Jennifer has been part of the Flexible Plan team since 2005.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Barb has been part of the Flexible Plan team since 2000.
Contact Laurie if you have service or billing questions about your existing client accounts.
Laurie has been part of the Flexible Plan team since 1993.