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Flagstone Financial Management Employee Directory

Financial ServicesNebraska, United States2-10 Employees

Flagstone Financial Management operates in the financial services sector as a registered investment adviser offering holistic financial planning and investment oversight. The firm emphasizes fiduciary duty, prioritizing clients’ best interests and providing education to help them understand and participate in their financial decisions. Based in Lincoln, Nebraska, the team is a small professional group focused on delivering integrated financial guidance. Its client base includes individuals who seek more than traditional stock brokerage or mutual fund selection, aiming for a comprehensive view of their finances. The firm aims to simplify complex topics and guide clients toward goals such as funding education, becoming debt-free, starting a business, or supporting charitable giving, through a fee-only model and research-informed guidance. It leverages award-winning research to inform its recommendations and help clients feel confident about the path they pursue.

Find Flagstone Financial Management employees' phone numbers or email addresses

Flagstone Financial Management Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    5

Flagstone Financial Management's Leadership

  • Stylized image of a person
    M. J. J. C.
    Wealth Advisor And Founder
  • Stylized image of a person
    G. L.
    Director & Company Secretary
  • Stylized image of a person
    J. L.
    Managing Director
  • Stylized image of a person
    P. F.
    Operations Manager
  • Stylized image of a person
    B. P.
    Senior Loan Officer
  • Stylized image of a person
    N. W.
    Mortgage And Protection Advisor
  • Stylized image of a person
    B. Z.
    Client Service Associate

Flagstone Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Flagstone Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. J. J. C.
    Wealth Advisor And Founder
    May 12, 2026
  • Stylized image of a person
    G. L.
    Director & Company Secretary
    UNITED KINGDOMESSEX
    Apr 10, 2023
  • Stylized image of a person
    J. L.
    Managing Director
    UNITED KINGDOMEssex
    Oct 31, 2023
  • Stylized image of a person
    P. F.
    Operations Manager
    Oct 21, 2024
  • Stylized image of a person
    B. P.
    Senior Loan Officer
    Oct 17, 2024
  • Stylized image of a person
    N. W.
    Mortgage And Protection Advisor
    United KingdomEngland
    Oct 25, 2025
  • Stylized image of a person
    B. Z.
    Client Service Associate
    Jun 08, 2026

Frequently Asked Questions

What is Flagstone Financial Management known for?

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Flagstone Financial Management was founded in 2017 operates in the Financial Services industry. Explore Flagstone Financial Management's company overview page for more information.

What is Flagstone Financial Management's most common email format?

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Flagstone Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Flagstone Financial Management email formats with LeadIQ.

How many employees does Flagstone Financial Management have currently?

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Flagstone Financial Management has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Flagstone Financial Management's key employees and leadership?

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As of July 2026, Flagstone Financial Management's key employees include:

  • Wealth Advisor And Founder: M. J. J. C.
  • Director & Company Secretary: G. L.
  • Managing Director: J. L.
  • Operations Manager: P. F.
  • Senior Loan Officer: B. P.

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