Justin is a veteran professional with more than 25 years of experience in the financial-services industry. Before joining Flexible Plan Investments, he honed his skills as a financial adviser and gained valuable experience at multiple asset-management firms, including Vanguard, Davis Funds, and DWS Kemper Investments. His extensive background spans portfolio construction, risk management, ETFs, and mutual fund investments. Justin is deeply passionate about collaborating with financial advisers to help them grow their business.
A dedicated member of his community, Justin cherishes spending time with his daughter, family, and friends. In his free time, he enjoys hiking and exploring national parks, downhill skiing, and attending local sporting events and concerts.
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.
Jordan has been part of the Flexible Plan team since 2017.
Russel has been part of the Flexible Plan team since 2024.
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.