Your Flex Financial Planning Team
Flex Financial Planning Team
Harold C. Heintz III
Investment Advisor Representative
harold@flexfinancialplanning.com
Harold has his Series 6, 63, and 65 registrations. He is an integral part of the flex financial planning team in his role as a Registered Representative and Registered Office Assistant. He joined the company in the autumn of 2020...
Rachel Lauber
Certified Financial Planner
(518) 854-3673
rachel@flexfinancialplanning.com
Rachel Lauber CFP®, a detail minded and goal oriented professional, joined the practice in 2016.. An ultra marathon competitor who speaks several languages, she has a BA from Rutgers University and a MA from the University of...
Rheagan Scribner
Executive Assistant
rheagan@flexfinancialplanning.com
Rheagan joined the team in August 2020. She graduated in 2018 from Bryant University with a Bachelor of Arts in business administration and a concentration in marketing. After graduating, she worked in retail management but came to...