Mitch has been a student of the financial markets since childhood. His interest in the financial industry was sparked by the 2009 bear market. He attended Western Michigan University, earning a degree in finance with a minor in economics. Mitch first joined FPI in early 2021, quickly advancing through the ranks of our business consultant team.
Mitch is dedicated to delivering exceptional service to financial advisors and their clients. He is proficient in the strategies and models offered by FPI, and he prides himself on helping advisors identify and implement the correct solutions for any client situation.
Mitch currently lives in St. Clair, Michigan. In his downtime, he enjoys golfing, bowling, reading, and listening to podcasts. Mitch volunteers as an assistant wrestling coach with his local high school and middle school.
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.
Loren has been part of the Flexible Plan team since 2022.
Contact Jennifer for sales support, onboarding assistance, new account paperwork, and due diligence requests.
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.
Jamie has been part of the Flexible Plan team since 2016.