An intimate, full-service financial planning company based in downtown Sarasota, Florida.
Jamie Freeman, CFP®, AIF®
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.
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.
Check the background of this investment professional on FINRA’s Brokercheck.