Support
Jennifer
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
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.

Jamie
Jamie Cumberworth

Jamie has been part of the Flexible Plan team since 2016.