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 18 years.

Cameron Freeman

Executive Associate, Client Relations Specialist

Cameron graduated from Pine View School in Osprey, FL. He attended The Ohio State University where he attained his B.S. in Finance. Cameron loves to play tennis (and is a huge Federer fan).

Ethan Freeman

Executive Associate, Operations Specialist

Ethan is a graduate of Pine View School in Osprey. He received his B.S. in Finance from Otterbein University in Westerville, OH in 2018. Ethan is a certified athletic trainer and fitness enthusiast, and he loves playing lacrosse.

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

Check the background of this investment professional on FINRA’s Brokercheck.