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 flex financial planning to use her customer service experience in a more impactful way.
Rheagan handles scheduling, technology support, directing and dispatching client requests, and managing client relationships. She also supports Rachel Lauber, CFP® in refining our messaging through the website and other marketing platforms.
Rheagan lives in Queensbury, NY with her boyfriend, Shawn, and their two dogs Rowan and Stella. In her free time, she enjoys trying out local restaurants and working on her never-ending list of home improvement projects.