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Your Flex Financial Planning Team


Flex Financial Planning Team

Harold C. Heintz III

Investment Advisor Representative

(518) 854-3598

Harold has his Series 6, 63, and 65 registrations and is studying for the Series 7 registration. He is an integral part of the flex financial planning team in his role as an Investment Advisor Representative...

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Rachel Lauber

Certified Financial Planner

(518) 854-3598

(518) 854-3673

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...

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Rheagan Scribner

Operations and Compliance Associate

(518) 854-3598

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...

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