As an established entrepreneur, Mike has developed and built several companies. After 15 years, he decided to move to a new industry – financial services. Mike, with his wife Cassandra as his partner, joined the broker-dealer Global View Capital Advisors in Bloomington, Minnesota, where they expanded their advisor base and grew their total assets under management. It was at GVCA that he became acquainted with Flexible Plan and the concept of "Strategic Diversification."Mike understands that advisors need tools to defend against all markets – bull and bear. With his experience as an investment advisor, Mike can relate to the challenges that advisors face in meeting client expectations.Mike currently resides in Lakeville, Minnesota, with his wonderful wife and their beautiful daughter Gianna. Most of their time together is spent enjoying the outdoors or inside a hockey rink. Mike is also actively involved in his local community and church and gives his time and talents to non-profits that are near and dear to his heart.
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.
Jordan has been part of the Flexible Plan team since 2017.
Nabeel has been part of the Flexible Plan team since 2020.
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.