Josh started his career as a financial adviser with Morgan Stanley before transitioning to wholesaling with several nationally known turnkey asset management programs (TAMPs). Using a results-oriented approach, he focuses on helping financial advisers identify the right investment strategies to meet their clients’ needs.
Josh and his wife live in Michigan. His hobbies include backpacking, fishing, camping, and anything related to spending time in nature.
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.
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.