Your Flex Financial Planning Team Flex Financial Planning Team Harold C. Heintz III Investment Advisor Representative (518) 854-3598 firstname.lastname@example.org 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... Read more Rachel Lauber Certified Financial Planner (518) 854-3598 (518) 854-3673 email@example.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... Read more Rheagan Scribner Executive Assistant (518) 854-3598 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!