Richard started his career on the same side of the table as his clients, working with Merrill Lynch and Raymond James before deepening his experience in asset management with Deutsche Bank in Chicago. Richard has been an investment partner to financial advisers on the West Coast since 2010. Richard specializes in exchange-traded funds, separately managed accounts, mutual funds, and turnkey asset managers. He provides over 16 years of industry and product knowledge to help advisers grow their business and effectively guide their clients in a fast-moving market. Richard lives in Venice Beach, California, with his fiancée, Katy, and their dog, Doug.
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.
Sydney has been part of the Flexible Plan team since 2022.
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.