Your Flex Financial Planning Team

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 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 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...