Alan grew up in the financial industry. His father was a stockbroker and then a wholesaler for American Funds for 20 years. Alan followed a similar path. He has worked as a wholesaler for both Putnam Investments and American Century over the past 25 years, serving the New England territory. Alan joined Flexible Plan Investments because of the change he sees in the overall retail investing phase, as core asset holders transition from the accumulation phase to the distribution and preservation phase. He believes that Flexible Plan’s approach of “dynamic risk management” paired with different and adaptable management strategies in different market environments can be key to portfolio longevity for clients taking distributions. Alan and his wife, Reaney, reside in New Canaan, Connecticut, with their two sons. When not working, Alan enjoys any outdoor activity. He is an avid cyclist and has raised thousands of dollars through charity rides for the Hole in the Wall Gang Camp.
The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisors build their practices.
Jordan has been part of the Flexible Plan team since 2017.
Mitch has been part of the Flexible Plan team since 2021.
Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.
Jennifer has been part of the Flexible Plan team since 2005.
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.
Contact Laurie if you have service or billing questions about your existing client accounts.
Laurie has been part of the Flexible Plan team since 1993.