Broker Check

Our Team

Michael Freeman

Registered Representative

Mike@SaratogaWM.com

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...

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Rick Edwards

Registered Representative

Rick@SaratogaWM.com

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...

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Sheila Stevenson

Office Manager

Sheila@SaratogaWM.com

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...

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Brandon Grammatico

Registered Representative

Brandon@SaratogaWM.com

Brandon Grammatico, AIF®, is a financial services representative in the Greater Grand Rapids, area. Brandon is a licensed life, health and annuity agent as well as a registered representative and an investment advisor...
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Scott Thornburg

Sales Assistant

Scott@SaratogaWM.com

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.

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