Kyle OKyle O'Donnell
Internal Business Consultant

800-347-3539 x 151
Cell: 248-939-5695

Territories: Georgia

Years in industry: 3

Education: B.S. in Economics and a B.A. in Political Science from The Ohio State University

Kyle has always had a passion for helping people protect their assets. Growing up just outside Detroit, Kyle saw firsthand how important it is to mitigate risk and give people a way to provide for their future. Originally a caseworker for a U.S. congressman, Kyle then decided to pursue financial services as a new way to assist others. Kyle gravitated toward Flexible Plan's message of drawdown reduction through active management and diversifying portfolios both strategically and tactically. It is that focus he will provide to the advisors in his territory.

Kyle has always had a passion for helping people protect their assets. Growing up just outside Detroit, Kyle saw firsthand how important it is to mitigate risk and give people a way to provide for their future. Originally a caseworker for a U.S. congressman, Kyle then decided to pursue financial services as a new way to assist others. Kyle gravitated toward Flexible Plan's message of drawdown reduction through active management and diversifying portfolios both strategically and tactically. It is that focus he will provide to the advisors in his territory.
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


Kyle O'Donnell
Internal Business Consultant
248-642-6640 Ext. 151
sales@flexibleplan.com

Kyle has been part of the Flexible Plan team since 2016.

Contact Kyle to schedule a meeting with Kyle.
Barb Valenzuela
Advisor Administration Manager
248-642-6640 Ext. 171
bvalenzuela@flexibleplan.com

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
clientservices@flexibleplan.com

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.