Flexmethod Leadership

Kirk Stafford

Owner and President

Kirk Stafford

Owner and President

Kirk Stafford is the owner and portfolio manager for Desert Rose Capital Management, Inc., a Registered Investment Adviser since 2010 that specializes in risk reduction through exchange traded options.

Kirk’s early grasp of business and finance allowed him to start The Stafford Corporation in 1997, a successful business that, combined with his real estate and securities investments, allowed him to retire at the age of 32.

After several years he realized he was not mentally ready to retire. Kirk decided to combine his talents and knowledge in the areas of finance and investing to help serve the needs of others. He went to work for a large, national broker dealer as a registered representative. During that time, he began developing what we refer to as an ‘Integrated Options Portfolio’ or IOP. At its heart, the IOP consists of substituting the direct ownership of shares of stock with a combination of exchange traded options and more conservative assets. This combination is designed to reduce risk, increase performance, and provide greater potential growth.

Kirk has used insurance as a bond substitute since 2008. In 2014, Kirk encountered a bank that would provide lines of credit based on cash value life insurance, regardless of a person’s net worth. That discovery set in motion what today is known as The Flexmethod. The Flexmethod is a way to amplify the returns on one of the world’s safest assets without losing the stability and safety of that asset.

Jill Jackson

Head of the Loan Department

Jill Jackson

Head of the Loan Department

Jill moved to Idaho in 1992. She got her first life insurance license in 2016 after hearing about The Flexmethod and wanting to help others to succeed financially. She is now licensed in more than 20 states. She runs her own business which helps other businesses to obtain their Life Insurance License. Jill came to us in 2017 with experience in teaching and office skills. She assists our clients and our partnered agents with understanding and implementing The Flexmethod. This includes helping them with bank loans for their policies, and other paperwork. Jill enjoys puzzle solving, playing board games, spending time with her family, and walking with her Corgi.

Nathan Stoddard

Lead Consultant

Nathan Stoddard

Lead Consultant

As a Lead Consultant, Nathan is fully realizing his dream of helping affluent clients across the spectrum of retirment needs with solutions that are not hindered by the size of the company, but instead, tailored to the client. Nathan started his career working as a Financial Services Rep where he developed his love for Cash Value life insurance and became an expert in using Cash Value when designing investment portflios. Before joining The Flexmethod team, Nathan served clients for nearly 3 years as a Premier Banker for Wells Fargo Bank. His prior experience combined with a BS of Business Administration with an Entrepreneurial emphasis, has given him the skills needed to help his clients succeed financially.

Megan Mecham

Lead Case Manager

Megan Mecham

Lead Case Manager

Starting in the property and casualty side of insurance, Megan quickly found herself navigating toward life and health where she found her niche in the insurance industry. With over 8 years’ experience she enjoys helping clients understand their policies and walking them through the processes from beginning to end. Megan loves the work she is doing on the Flexmethod team and the many benefits they provide to all their clients. An Idaho native, Megan enjoys spending time with her family, back-packing in the beautiful Idaho countryside and working with her hands whether that be wood working, quilting, or playing Beat Saber with her kids.

Kyle Larson

Consultant

Kyle Larson

Consultant

Kyle started his career life working in Health Insurance only to move to Life insurance a short time later. He Joined the Flexmethod team in the summer of 2020 and loves helping everyone he works with feel confident and excited about their financial future. On his off days you’ll often find him playing board games or watching sports with his wife.

Mercedes Hoch

Director of Operations and Client Service

Mercedes Hoch

Director of Operations and Client Service

Mercedes is an Experience Design and Management professional with over 4 years of experience. She attended the Marriott School of Business at Brigham Young University and her passion is helping companies improve their customer and employee experience. Her expertise in the experience design process and interpersonal skills have enabled her to evaluate and refine the Flexmethod company culture and procedures. Mercedes oversees the HR department and helped the company increase and retain employees by 80% in the last year. Mercedes loves hiking and camping so much that she plans to hike the 6 month Pacific Crest Trail in the summer of 2022.

Erin Larson

Client Service Team Member

Erin Larson

Client Service Team Member

Erin is a member of the Client Representative Team servicing The Flexmethod. She has been working to create training materials and resources for employees, as well as developing better in-office work-flows. One of her passions in life is connecting with people and developing strong relationships. Erin enjoys playing board games with her husband, as well as spending time outside with their Golden Retriever, Obi.

Audra Bell

Lead Designer

Audra Bell

Lead Designer

Audra went to Brigham Young University - Idaho where she graduated with a Bacheor's degree in Business Management. In October 2020 Audra joined the Flexmethod team and since then has been helping countless clients with their Flexmethod journey and making sure their plan is personalized to their ambitions and financial goals. Audra loves to go hiking an be with her family. If she isn't working you will most likely find her taking care of her adorable newborn daughter.

Jeff Belcher

Head of Acquisition

Jeff Belcher

Head of Acquisition

Jeff started his career back in 1994 with his Life, health and 6 and 63 licenses. Over the years, Jeff specialized in Long Term Care and Medicare advantage markets. He accomplished being one of the top agents in the country in the LTC market. Jeff met Kirk Stafford and was introduced to the Flexmethod income strategy and understood the power of leverage and how it would help individuals and companies. Jeff's main priority is educating agents on how to utilize and position the Flexmethod income strategy with their clients. His goals are to expand our agent base through education and marketing to other organizations. Jeff is excited to help agents reach their goals and to help their clients achieve theirs as well to the masses. When not sharing the Flexmethod, you will find Jeff exploring, kayaking, fishing and camping.

Adrian Curiel

Designer

Adrian Curiel

Designer

Adrian, a jubilant individual, is a financial analyst for the Flexmethod. Flexible and adaptive to an ever-changing environment, Adrian specializes in a client-oriented workflow where building intricate budgetary proposals are the norm. Having the qualities of honesty, passion, purpose, attention to detail, and the desire to innovate makes Adrian an invaluable member of our team. Adrian believes that financial freedom comes from understanding your finances and becoming financially literate. He seeks to help our clients achieve this goal. In addition to helping those attain safety, security, and peace of mind, he enjoys captivating the beauties of mother nature. When not found on the insides of a confined gloomy office, you can expect him to be shredding the gnar, biking, going on runs, or picking up a book or two.

Brisa Stahle

Excel Specialist

Brisa Stahle

Excel Specialist

Brisa works part time for the Flexmethod as an Excel Specialist. This is her "fun job". She strives to help make the spreadsheets used in the Flexmethod more manageable to fill out for the designers and easier to read for the clients. Brisa got a degree in Accounting from BYU-Idaho and enjoys dancing and reading in her spare time.

Brianna Reynolds

Case Manager

Brianna Reynolds

Case Manager

Brianna attended Brigham Young University Idaho for 2 years before getting married to her sweetheart. When she learned about the Flexmethod she realized how much potential and opportunity there was here. She found her passion here as a case manager helping people provide a legacy for their posterity. She loves being able to make a difference in people's lives every day. When she’s not working, she enjoys spending time with her family and planning vacations!

Mausmi Pala

Assistant Portfolio Manager

Mausmi Pala

Assistant Portfolio Manager

Mausmi is an ambitious and detail-oriented professional, well-versed in balancing priorities and meeting deadlines under pressure. She attended Temple University to pursue her master's degree in Financial Analysis and Quantive Risk Management. She passed her CFA Level 1 and has expertise in corporate finance, portfolio management, and risk management. She enjoyes helping others and finds joy in understanding client needs and assisting them in reaching their financial goals while minimizing their risks using the Flexmethod.

MiKenna Fogle

Lead Designer

MiKenna Fogle

Lead Designer

MiKenna went to BYU-I where she studied business and finance. She joined the Flexmethod team to complete her internship while studying at school and quickly discovered her potential there. Right now, MiKenna works as a lead of the design team and is transitioning into a consultant role. She loves helping families achieve their financial goals with the help of the Flexmethod. When MiKenna isn’t creating Flex Designs, she enjoys being outdoors and spending time with her family.

Chris Nissen

Lead Designer

Chris Nissen

Lead Designer

Chris’ parents were previously clients of Dan Thompson’s Infinite Banking Strategy, and in the last year, became Flexmethod clients. After learning about the benefits and safety of the Flexmethod from his parents, Chris decided to learn more which led him to an internship with Kirk Stafford at the Flexmethod headquarters. Since then, Chris has continued to learn as much as he can, becoming a Jr. Consultant, Lead Flex Designer, and Lead of their Flex Designer Training department. When he isn’t working, Chris enjoys going 4-Wheeling in the beautiful mountains of Idaho and playing soccer.

Aaron Abrams

Assistant Portfolio Manager

Aaron Abrams

Assistant Portfolio Manager

Aaron went to Brigham Young University - Idaho and received a Bachelor's in Business Finance. He has prior experience in Project Management and Customer Relations. Aaron joined the Flexmethod team in October 2021. Aaron employs his education and past experience to secure a profitable and efficient experience for clients of the Flexmethod and IOP. In his free time Aaron enjoys hiking, swimming, playing sports and spending time with his family.

Rohit Jahagirdar

Financial Analyst

Rohit Jahagirdar

Financial Analyst

Rohit went to Temple University in Philadelphia where he studied Financial Analysis and Quantitative Risk Management. He has 2 years of experience working as a Financial Analyst at a Capital Management firm in Mumbai, India where he had a consistent track record of helping his company achieve their goals. Rohit joined in September, 2021 and works in the Integrated Options Portfolio and Flexmethod team where he utilizes his knowledge in financial analysis. When Rohit isn’t working on the options portfolio or on a flexdesign, he enjoys trying out different cuisines and hiking.

Mckenzie Strayer

Loan Processor

Mckenzie Strayer

Loan Processor

Kenzie is a loan processor and compliance officer for The Flexmethod and associated companies. She has worked in lending and finance for 5 years and is excited to help the company develop and grow its lending department. When Kenzie isn’t working, she loves spending time with family, especially her son and husband.

John Michael Morrow

Consultant

John Michael Morrow

Consultant

John Michael Morrow went to PPCC earning 60 credits before joining the Military and serving 6 years in the army as a 27D (Paralegal). While in the military he learned interpersonal skills, discipline, and how to be a team player. During his time in the Military, John Michael took an interest in finance and began interning at a financial firm Based in Colorado. He quickly realized he had a knack for numbers, and began learning as much as he could serving in several roles including; admin support, new business processing, systems management, and marketing support. After this, John Michael became an advisor learning to make complicated topics simple and growing to love helping alleviate financial stress in his client's lives. Today he works for the Flexmethod using his experience to improve efficiency in the office, and to help client's create financial plans that positions them to follow their dreams.

Colton Jackson

Assistant Portfolio Manager

Colton Jackson

Assistant Portfolio Manager

Colton Jackson joined the Flexmethod team after working as an investment advisor for over a year and serving for 5 years in the United States Coast Guard in multiple capacities. While serving, Colton also attended school full time, got married and started a family. Colton attended Liberty University where he earned his bachelor’s degree in business administration. During his time in the military, Colton realized he was gifted at helping others and enjoyed assisting them in better understanding how to manage, invest, and protect their assets for the future. Colton has successfully completed his insurance and series 65 securities license. As a part of the Flexmethod team, Colton brings expertise to clients’ financial planning through investments, insurance, retirement, estate and tax planning which will minimize gaps that can leave clients under-prepared and under-protected. Colton grew up in Washington State but now lives in Idaho with his wife and daughter and is an avid fan of sports teams from Washington State. He also enjoys serving at his local church, being outdoors, snowboarding, and boating.

Angela Kehrer

Client Service Team Member

Angela Kehrer

Client Service Team Member

Angela attended Eastern Oregon University where she studied International Business. She worked in various capacities in the corporate world before leaving to start a family. Throughout the pandemic and lockdown Angela’s pet project was learning as much as she could about investing, the stock market, and real estate. Two years ago, Angela re-entered the workforce. In 2022 Angela heard of an opening with the Flexmethod team and she was excited at the opportunity to combine her special interest with her occupation. Angela continues to utilize her knowledge of investing and her administrative skills to help the Flexmethod grow, bringing financial success to thousands across the country. When Angela isn’t overseeing the customer relationship management system, she enjoys building guns and shooting with her family, learning new languages, playing the harp and singing.

Wigler Tulmau

Operations Manager

Wigler Tulmau

Operations Manager

Wigler is our training and development coach. As a serial entreprenuer, Wigler learned to start and scale businesses with a goal of maximizing their potential. Along his journey, he aquired his life and health licenses. His discipline is illustrated by his experiences as a life insurance agent, a business owner, and a sergeant in the US Army Reserves. He continues to utilize his experiences to maximize the growth of the team and their skills in the financial services industry. When not at work, he enjoys traveling to different angling spots in Idaho.

Megan Brenneman

Systems and HR Manager

Megan Brenneman

Systems and HR Manager

Megan comes from a family of entrepreneurs that have helped grow the valley for over a century. In 2010 Megan graduated from Milan Institute, soon after, she started her own business. While running her own business, she found passion in business development, marketing, team management, and systemizing business for growth. In 2018 Megan joined a financial firm as Director of Business Development. She helped triple productivity and growth within the organization. In 2022 she joined the Flexmethod team to help with business strategies, system development, and business growth. Megan's passion outside of work is spending time with her three active kids or heading up in the mountains to go camping, hiking, fishing, and checking out the hot springs.

Oliver Dahl

Content Creator

Oliver Dahl

Content Creator

Oliver is a novelist and photographer with over 10 years of experience in self-publishing and online communities. He studied marketing at Brigham Young University's Marriott School of Business. As a self-proclaimed "creative type," much of the financial world was new to him when he learned about the Flexmethod. He uses this background to his advantage while writing about and explaining the Flexmethod in ways that don't scare off his fellow laymen.

We are growing and actively hiring great people to join our team.