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Welcome Jessica! And Other News...

| April 24, 2024

Welcome Jessica! And Other News...

Everyone, please welcome our newest addition to the team, Jessica Snickles. Jessica joins us as Executive Assistant to Rachel Lauber and Harold Heintz, coming from the mortgage industry where she worked as a loan processor, most recently for Homestead Funding Corporation.

Jessica joined our team in January of this year and has three young children at home, so she works part-time, from 9 a.m. to 1 p.m. Monday through Friday. Those of you who have had the pleasure of speaking with her are already aware of her gracious phone manner, warmth, and eagerness to help. Everyone here at Flex Financial Planning is very excited to have her on board.

Of course, we would be remiss not to mention the primary reason for hiring Jessica: Rheagan’s promotion. In the late summer/early fall of 2023, Rheagan was promoted to Operations and Compliance Associate. Rheagan has taken on so much in her new role (client onboarding, paperwork processing, compliance-related tasks, etc.), that we needed someone new to take over some of her old responsibilities.

Harold is excited to share that he just passed the Series 7 exam. We are very happy for him. He and his fiancée, Taylor, are getting married in October, and sometime not long after he’ll begin his CFP® coursework.

It is wonderful to be part of such a talented and hard-working team. I hope all of you get to experience how each one of them contributes to the ongoing stewardship and success of your financial plans and investments.

As always, please call our office or email us at help@flexfinancialplanning.com with any questions.

PS: We hope to have more exciting news to share with you very soon!