Juan DaviessJuan Daviess
Regional Business Consultant

800-347-3539 x 2
Cell: 253-670-2015

Territories: Northern California, Idaho, Montana, Oregon, Washington

Years in industry: 30

Education: Washington State University

Juan has over 25 years in the financial services industry, both in retail and wholesale capacities. He joins FPI from Great-West Retirement Services, and has a strong background in qualified retirement plans. Juan's extensive experience makes him attentive of the challenges and rewards advisors face each and every day. He also stays abreast of the industry by reading various topics about finance, investing and quantitative analysis.

Originally from Massachusetts, Juan currently lives in Portland, Oregon. He enjoys staying active by cycling and playing tennis. Juan's next activity to tackle is fly fishing.


Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices

Ben Neal
Internal Business Consultant
248-642-6640 Ext. 155

Ben has been part of the Flexible Plan team since 2017.

Contact Ben to schedule a meeting with Juan.
Barb Valenzuela
Advisor Administration Manager
248-642-6640 Ext. 171

Barb has been part of the Flexible Plan team since 2000.

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Laurie McGuire
Manager Client Services
248-642-6640 Ext. 131

Laurie has been part of the Flexible Plan team since 1993.

Contact Laurie if you have service or billing questions about your existing client accounts.