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Northeast
Jordan Roman
  • Internal Business Consultant
  • 800-347-3539 x 158
  • Direct: 248-939-5696
  • jroman@flexibleplan.com
  • Territories: Connecticut, Maine, Maryland, New Hampshire, New York, Rhode Island, Vermont
Years in industry: 3

Jordan discovered his passion for finance at a young age. He studied the subject extensively, earning a finance degree from Eastern Michigan University, and entered the industry as an intern at Mass Mutual before joining Flexible Plan Investments (FPI) full time in 2017.

Jordan is a firm believer in FPI’s dynamic risk-management capabilities and is dedicated to building robust portfolio solutions for all market environments. After spending extensive time studying FPI’s strategies and participating in thousands of calls to advisers, he moved into his role as an FPI internal business consultant, which allows him to pursue his passion for building custom solutions for advisers and their clients.

Jordan currently lives in Livonia, Michigan. He is an avid sports fan and traveler, and he goes to many games across the country. Jordan is also a volunteer with his local high school football team.

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.

Tanisha
Tanisha Fomby

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

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.