Joel BennettRegional Business Consultant
800-347-3539 x 2
Territories: Indiana, Michigan, Ohio, Pennsylvania
Years in industry: 20
Education: Bachelor of Business Administration, Western Michigan University
Joel has nearly 20 years of experience in the financial-services industry in executive, retail, and wholesale capacities. He has worked at EQIS Capital, JPMorgan Chase, AssetMark, and T. Rowe Price. Joel specializes in business development, portfolio construction, client relationship management, and practice management. He has helped thousands of advisers raise billions of assets under management. This broad experience gives Joel the knowledge of the challenges and rewards that advisers face each day as they strive to help their clients reach their financial goals.
Joel enjoys spending time with friends and family, exploring the outdoors, sports, and cooking.
Joel is a dedicated student of his industry. An avid reader, he strives to stay on top of the latest in finance, investing, and modern portfolio construction. He believes that there is no one right way to invest. Combining multiple strategies in a single solution reduces risk and creates efficient portfolios designed to navigate changing market conditions.
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. 126
Tony has been part of the Flexible Plan team since 2018.
Contact Tony to schedule a meeting with Joel.
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.