Adam brings more than 20 years of financial-services experience to his role at Flexible Plan Investments, including positions at PIMCO Investments, Charles Schwab, and Morgan Stanley. His background gives him broad experience in working with advisers and understanding the challenges they face in serving clients and growing their businesses.
At Flexible Plan Investments, Adam works with advisers across the Southeast to deliver risk-managed investment solutions designed to help clients navigate changing market environments.
Based outside Tampa, Florida, Adam enjoys spending time with his wife, Crystal, and their children, Luke, Talia, and Sophia. He is passionate about fitness, sports, and watching his kids play.
The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisers build their practices.
Jordan has been part of the Flexible Plan team since 2012.
Cristin has been part of the Flexible Plan team since 2020.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Barb has been part of the Flexible Plan team since 2000.
Jamie has been part of the Flexible Plan team since 2016.