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, 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.

Zachary Freeman

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. 

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. 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.

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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