Christopher started his career in the financial-services industry as a runner for Merrill Lynch. He then became an adviser working for American Express Financial Advisers and grew his experience with JPMorgan Chase, ABN AMRO, Key Bank, and Citizens Bank.He and his wife reside in Troy, Michigan, with their daughter, Isadora Joylynn, and son, Duke Christopher. His hobbies include weekend trips north to enjoy Michigan's God-given beauty, going to Disney World, spending time with family and friends, and motor sports.
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.
Charlie has been part of the Flexible Plan team since 2011.
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.