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.
Jordan has been part of the Flexible Plan team since 2017.
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.
Jamie has been part of the Flexible Plan team since 2016.