Jordan Liabenow
Internal Business Consultant

800-347-3539 x 177
Direct: 248-939-5697
jordan@flexibleplan.com
Territories: Arizona, Colorado, Illinois, Kansas, Missouri, Nebraska, Nevada, Utah
Years in industry: 10
Education: B.S. in Finance from Ferris State University

Before working for Flexible Plan Investments, Jordan worked under a Centaurus advisor designing retirement plans, marketing campaigns, and educational events. He came to Flexible Plan because of their technological advances in investing, flexibility to manage client assets before or in retirement, and their strategically diversified portfolios. Jordan has helped more than 400 advisors across the country raise and retain over $300 million in actively managed portfolios.

Jordan resides in Bloomfield Hills, Michigan, with his wife, Kiley. They have two sons, Camron and Ramsey. He enjoys lounging on the beautiful beaches of Lake Michigan and spending time with his family.

DEDICATED INTERNAL SALES TEAM

Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices.


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Barb Valenzuela
Advisor Administration Manager

800-347-3539 x 171
bvalenzuela@flexibleplan.com

Barb has been part of the Flexible Plan team since 2000.

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.


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Laurie McGuire
Manager Client Services

800-347-3539 x 131
clientservices@flexibleplan.com

Laurie has been part of the Flexible Plan team since 1993.

Contact Laurie if you have service or billing questions about your existing client accounts.