Our Qualifications

    As a CPA and Registered Financial Advisor I  have been advising individuals and their families for multiple generations.


I have extensive professional experience in Wealth Management matters including; retirement planning, tax planning, investment advisory, insurance, elder care and estate legacy planning, 

One of the main benefits of working with FREEDOM is our ability to provide clear, and easily understood explanations of complex financial subjects and products




I look forward to using my expertise to help you !