Matt KnedgenMatt Knedgen
Internal Business Consultant

800-347-3539 x 148
Cell: 248-939-5694

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


Matt Knedgen
Internal Business Consultant
248-642-6640 Ext. 148
sales@flexibleplan.com

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

Contact Matt to schedule a meeting with Matt.
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.