We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have almost 30 years of combined experience and helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Kary has been serving clients since 2002 and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2009. Prior to entering the financial services arena, Kary served in the United States Navy.
Client Services Manager
Leana entered the financial services field in 2001, and has gained experience in several different service roles. Prior to joining Freedom Wealth Partners, Leana worked with Kary at their previous firm for 4 years.