Your Flex Financial Planning Team
Flex Financial Planning Team
Harold C. Heintz III
Financial Advisor
harold@flexfinancialplanning.com
Harold has his Series 6, 63, 65, and 7 registrations and will soon begin the path toward CFP® certification. He is an integral part of the Flex Financial Planning team as an Investment Advisor...
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
Operations and Compliance Associate
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...
Walia Ayers
Client Service Associate