Matt KnedgenInternal Business Consultant
800-347-3539 x 148
Territories: Georgia, Idaho, Mississippi, Montana, Wyoming
Years in industry: 2
Education: B.A. in Economics from Michigan State University
Before working for Flexible Plan Investments, Matt did CAD work for a small business. He started at Flexible Plan as a scheduler. A year and 900 appointments later, Matt was promoted to internal business consultant. Matt lives in Farmington Hills, Michigan, and enjoys playing and listening to music, watching sports, playing video games, and camping.
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. 148
Matt has been part of the Flexible Plan team since 2016.
Contact Matt to schedule a meeting with Matt.
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.