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...
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...