4310 Saratoga Pkwy
Michael Freeman, AIF®, has guided clients on their financial planning journeys for over 30 years. During those years, on a personal level he has raised a family, taken care of aging parents and continues to advocate for his son...
His personal mission is to improve his clients’ lives through careful management of their assets and developing long-term relationships. He believes in serving as a mentor and teacher to his clients; educating them about the...
Sheila Stevenson, Office Manager, coordinates the paperwork and related tasks to maintain our clients’ financial plans. She builds a rapport with our clients to include the bigger picture that goes beyond the numbers. Sheila also...
Scott Thornburg does market research, prepares reports and compiles information in advance of client meetings. His IT background brings the tech savvy that these duties merit. Scott also has a biology degree and enjoys being out in nature.