With nearly three decades in the financial-services industry, Kevin has extensive experience supporting advisers and helping them deliver solutions to meet their clients’ needs. He has held several leadership roles—including managing director, national sales manager, product specialist, and external wholesaler—which give him a broad perspective on adviser support and practice growth.
At Flexible Plan Investments, Kevin works with advisers to deliver innovative tactical allocation solutions designed to help manage risk, enhance returns, and support fiduciary responsibilities. He focuses on helping advisors “zig when the markets zag,” while also strengthening succession planning and the long-term value of their practices.
Kevin maintains FINRA Series 7 and 63 registrations. Based in Denver, Colorado, he enjoys golf, skiing, and hiking, and treasures time spent with his two children and two grandchildren.
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.
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.