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Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173

David White joins Flexible Plan Investments, Ltd., as Chief Financial Officer

David WhiteBloomfield Hills, MI - Feb. 29, 2016 - Flexible Plan Investments, Ltd., a leading provider of active-investment-management solutions, announced that David White has joined the firm as chief financial officer (CFO). Mr. White will step in for Phil Szurek, who is retiring after occupying the role for 15 years at the firm. Mr. White will be responsible for managing Flexible Plan’s financial operations, keeping accounting records, and preparing financial statements.

“With a long background in both the law and accounting, we feel David is a fantastic addition to our growing staff,” said Jerry Wagner, founder and president of Flexible Plan Investments.

“I am delighted to be joining Flexible Plan Investments and am eager to work with Jerry and his team to provide outstanding investment solutions to Flexible Plan’s partners and clients,” added Mr. White.

Prior to joining Flexible Plan, Mr. White was CFO and counsel for Allied Moulded Products Inc. (a manufacturer of electrical enclosures) and The Ohio Art Company (makers of Etch A Sketch). In those roles, he performed the accounting function and managed the HR and IT teams. He has also served as vice president, general counsel and secretary of Harvard Industries Inc. (a tier-one supplier to automotive original equipment manufacturers) and tax manager for Ernst & Young.

Mr. White holds a bachelor’s degree from Miami University and a law degree from the University of Toledo, College of Law. Mr. White holds an active Ohio law license and an inactive CPA license.

About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests $1.9 billion in assets for clients in its separately managed account business (as of 12/31/15). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit

FPI 35th Anniversary

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Read More...