Jordan LiabenowInternal Business Consultant
800-347-3533 x 177
Territories: Alaska, Florida, Hawaii, Kentucky, Nebraska
Years in industry: 8
Education: B.S. in Finance from Ferris State University
Before working for Flexible Plan Investments, Jordan worked under a Centaurus advisor designing retirement plans, marketing campaigns, and educational events. He came to Flexible Plan because of their technological advances in investing, flexibility to manage client assets before or in retirement, and their strategically diversified portfolios. Jordan has helped more than 400 advisors across the country raise and retain over $300 million in actively managed portfolios.
Jordan resides in Bloomfield Hills, Michigan, with his wife, Kiley. They have two sons, Camron and Ramsey. He enjoys lounging on the beautiful beaches of Lake Michigan and spending time with his family.
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. 177
Jordan has been part of the Flexible Plan team since 2012.
Contact Jordan to schedule a meeting with Jordan.
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.