With over 20 years industry experience raising assets for mutual funds, separate accounts, REITs and private placements as well as running his own investment company focused on assisting real estate investors find solutions to their potential capital gains problems, Bob brings a wealth of knowledge and a track record of success with him to Flexible Plan Investments.
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.
Brandon has been part of the Flexible Plan team since 2013.
Ryan has been part of the Flexible Plan team since 2022.
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.