With over 20 years of experience in the financial industry, Elizabeth gets excited and inspired by the relationships she is able to build and nurture every day. She finds the connections she creates with clients and the ability to help others in their pursuit of financial health and well-being both rewarding and motivating, and they drive her to bring her best to those she works with every day. She believes getting to truly know someone and determining how she can serve them is key. Elizabeth wakes up ready to make a positive contribution to the advisers, clients, and colleagues she communicates with. Her goal is to provide tools that will make someone else’s day a little easier and more successful.
As a loyal partner, she is relentless in her pursuit of unique ideas, approaches, and insights that will enhance the efforts of the advisers she works with. Her experience as a teammate in top-performing settings informs her view of what it takes to succeed in this business. She strives to make all her communication effortless and transparent, and to be dependable and trustworthy.
Outside of work, she enjoys spending time with her husband and four daughters. Together they like to play board games, watch movies, bake, and make scrapbooks and crafts—especially when it involves glitter. She also loves listening to live music, sitting around a bonfire, and wine tasting, as well as contributing to her favorite causes such as the American Foundation for Suicide Prevention, St. Jude, and Make-A-Wish.
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.
Amir has been part of the Flexible Plan team since 2022.
Joy has been part of the Flexible Plan team since 2023.
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.