Matthew Gall's introduction to the investment business came shortly after the passing of his father. Figuring out how to navigate the financial mess left behind, with little help from professionals, was a difficult experience. After completing a number of financial literacy workshops and books, Matt decided to use the knowledge he had acquired to help those around him.Matt spent the next several years building a career as a financial professional, helping middle-class families receive first-class financial education and services, as well as mentoring new and seasoned representatives in his business. During the time he spent mentoring other advisers, Matt discovered that teaching them about strategies and products to help them achieve more for their clients is his true passion. That led him to accept a job as an internal wholesaler with one of the top investment and insurance firms in the nation.Matt proudly joined Flexible Plan Investments to pursue this passion. He loves explaining Flexible Plan's concept of "dynamic risk management" and helping advisers simplify their business while providing clients value.In his spare time, Matt enjoys spending time with his wife, NaTasha, and their six kids. Matt's family loves the great outdoors and enjoys camping and exploring nature.
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 2012.
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.
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.