Jordan is a financial professional with over a decade of experience. After earning his degree in finance with a specialization in investment management, he worked as an intern for a Centaurus adviser, developing marketing strategies and constructing financial plans. In February 2012, Jordan joined Flexible Plan Investments, where he quickly learned about the shortcomings of strategic and buy-and-hold asset allocation.
Since then, Jordan has become a knowledgeable consultant and advocate of dynamic risk management. During his time as an internal business consultant and internal sales manager, he worked with hundreds of advisers across the U.S. to help them grow their fee-based business and provide solutions for clients seeking alternatives to traditional asset allocation.
Jordan lives in Bloomfield Hills, Michigan, just a short drive from the Flexible Plan Investments home office. He is a devoted husband to his wife, Alyssa, and a loving father to their four children: Camron (11), Ramsey (9), Hayden (9), and Maverick (6). Jordan enjoys spending time with his family, coaching and attending his children's athletic events, downhill skiing in the winter (which brings back memories of his competitive ski racing days), and spending time at the beach in the summer.
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.
Cristin has been part of the Flexible Plan team since 2020.
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.