Darrell Saathoff has nearly 25 years of experience in the financial-services industry. He has worked as an internal and external wholesaler for several companies, including Ameritas, CLS Investments, and FTJ FundChoice. Before coming to Flexible Plan, Darrell was vice president of Midwest sales at CLS Investments and regional vice president for the North Central region at FTJ FundChoice.Darrell uses his relationship-building skills and extensive experience in investments, insurance, team management, and training to help advisers continue to grow their practices and improve client relationships. Darrell and his wife Ranette live near Beatrice, Nebraska. They have five children. When not working, Darrell enjoys sports, especially golf, and doing DIY home renovation projects. He also enjoys attending his children’s events, including tennis matches, soccer games, and show choir performances.
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 2017.
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.