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.
The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisers build their practices.
Jordan has been part of the Flexible Plan team since 2012.
Cristin has been part of the Flexible Plan team since 2020.
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.