Juan DaviessRegional Business Consultant
800-347-3539 x 2
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.
DEDICATED INTERNAL SALES TEAM
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
Internal Business Consultant248-642-6640 Ext. 155
Ben has been part of the Flexible Plan team since 2017.
Contact Ben to schedule a meeting with Juan.
Advisor Administration Manager248-642-6640 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.
Manager Client Services248-642-6640 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.