Greg Lee
  • Regional Business Consultant
  • 800-347-3539 x 185
  • Direct: 248-939-5626
  • Territories: Arizona, Southern California, Nevada
Years in industry: 25
Education: Arizona State University and MBA from Grand Canyon University

Greg is a seasoned financial-services professional with 25 years of experience in banking, insurance, and investments. He developed his deep industry knowledge in part during his long tenure at Charles Schwab and Fidelity Investments, where he specialized in equity and derivative trading strategies. Greg graduated from Arizona State University and earned his MBA from Grand Canyon University.

Greg excels at demystifying the complexities of the market. He has shared his insights through numerous seminars on topics such as technical analysis, options, and fundamental equity strategies. He is dedicated to empowering investors—in partnership with their financial advisers—with the knowledge to achieve their short-term and long-term financial goals.

Greg lives in Chandler, Arizona, with his wife, Jennifer, and two daughters, Amanda and Autumn. Amanda is pursuing her graduate degree at Arizona State, and Autumn is preparing to start her undergraduate journey at the University of Arizona. Greg enjoys traveling with his family, playing guitar, and spending time outdoors during the warm Arizona summers.


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.

Loren Appold

Loren has been part of the Flexible Plan team since 2022.

Megan Igwe

Megan has been part of the Flexible Plan team since 2023.

Jennifer Thompson

Contact Jennifer for sales support, onboarding assistance, new account paperwork, and due diligence requests.

Jennifer has been part of the Flexible Plan team since 2005.

Barb Valenzuela

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.

Laurie McGuire

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.