About Us

An intimate, full-service financial planning company based in downtown Sarasota, Florida.

Jamie Freeman, CFP®, AIF®

President

Jamie has been serving the Sarasota/Bradenton area for over 20 years.

Cameron Freeman, CFP®

Executive Associate, Client Relations

Cameron graduated from Pine View School in Osprey, FL. He attended The Ohio State University where he attained his B.S. in Finance. Cameron joined the business in 2017. He enjoys knowing the difference solid financial planning can make in our clients’ lives.

Caleb Freeman

Executive Associate, Operations

Caleb also graduated from Pine View School, and he also attained his B.S. in Finance from The Ohio State University. Caleb joined the team in 2022. He has a passion for portfolio management and securities analysis.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IL, IN, KS, MI, NV, NM, NY, NC, OH, OK, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Privacy Policy

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