Scott KeyScott Key
Regional Business Consultant

800-347-3539 x 2
Cell: 303-660-2255

Territories: Arizona, Colorado, Nevada, Utah

Years in industry: 21

Education: Degree in economics from Wichita State University

With more than 20 years of experience in financial services, Scott Key brings a wealth of experience and knowledge to his role as a regional business consultant at Flexible Plan Investments. He is passionate about helping advisors create and build successful fee-based businesses through unique portfolio construction and practice-management techniques. His knowledge of separately managed accounts, mutual funds, ETFs, and client acquisition and retention strategies creates opportunities to help advisors formulate a comprehensive, solutions-based practice.

Scott started his career with Merrill Lynch as a financial advisor and then worked as a vice president with a prominent mutual fund firm. This experience has given Scott the tools to help guide advisors through the daily challenges they face and provide valuable insight into gaining and retaining high-net-worth clients. Scott studied economics and finance at Wichita State University in Kansas and is pursuing his MBA at Regis University in Denver. He enjoys spending time playing acoustic guitar with friends, mountain biking, and exploring the great outdoors. He lives in Castle Rock, Colorado, with his wife Emily, son Keegan, and daughter Macy.
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


Debbie Fusciardi
Internal Business Consultant
248-642-6640 Ext. 190
sales@flexibleplan.com

Debbie has been part of the Flexible Plan team since 1998.

Contact Debbie to schedule a meeting with Scott.
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.