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 18 years.
Executive Associate, Client Relations Specialist
Cameron graduated from Pine View School in Osprey, FL, where he won national Speech and Debate awards and was a class officer for all four years of high school. 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), and he is active at Bayside Community Church.
Executive Associate, Marketing Specialist
Zach graduated from the VPA program at Booker High School, where he participated in the daily TV program and won numerous film awards. He received his B.A. from Met Film School in London and spent two years in Los Angeles before being recruited to work for the family business. Zach loves to travel, and he is an avid soccer fan.
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. He is currently attending post-graduate accounting classes while working full time in the family business. Ethan is a certified athletic trainer and fitness enthusiast, and he loves playing lacrosse.
Check the background of this investment professional on FINRA’s Brokercheck.