Jeff OmdahlJeff Omdahl
Western Divisional Sales Manager

800-347-3539 x 2
Cell: 805-689-5276

Territories: Western U.S.

Years in industry: 30

Education: BA Finance from Brigham Young University, MBA from Golden Gate University, along with attending the Wharton School of Business's Sales Executive Program

Jeff is responsible for overseeing all sales activities in the Western Region, including training and presentations. He has been in the securities business for over 25 years, previously employed by ProFund Advisors since March of 2000. Before ProFunds, Jeff was the Western Regional Sales Manager for Rydex, where he oversaw the growth in the West and developed relationships with Schwab and Fidelity. In addition to ProFunds and Rydex, Jeff spent 12 years working for E.F. Hutton and Paine Webber as a Divisional Vice President and Branch Manager.

Jeff currently resides in Santa Barbara, CA with his beautiful wife and four daughters.
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


Luanne Deziel
Director Broker Administration
248-642-6640 Ext. 135
sales@flexibleplan.com

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

Contact Luanne to schedule a meeting with Jeff.
Laurie McGuire
Manager Client Services
248-642-6640 Ext. 131


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

Contact Laurie for answers on investment platforms and their required paperwork for new client accounts.