Nick Werthman has over 10 years of experience in the financial-services industry. He has worked as an internal and external wholesaler for several companies, including Advisors Asset Management and Harbor Capital Advisors. Before coming to Flexible Plan Investments, Nick worked as a regional sales consultant at Advisors Asset Management in both the Midwest and New England.
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.
Mitch has been part of the Flexible Plan team since 2021.
Loren has been part of the Flexible Plan team since 2022.
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.