DEDICATED INTERNAL SALES TEAM

The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisors build their practices.

Jordan
Jordan Roman
Schedule a meeting

Jordan has been part of the Flexible Plan team since 2017.

Nabeel
Nabeel Rizvi

Nabeel has been part of the Flexible Plan team since 2020.

Support
Jennifer
Jennifer Thompson

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.

Barb
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
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.