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...
Jack has over 30 years of knowledge and experience in wealth management and insurance. He attended the University of Wisconsin where he graduated with a Bachelor of Science degree in Economics. Jack and his wife, Mary, have...
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...