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