Get to Know Us
Our Management Team
Freedom Financial has been built from the shared belief that the affluent market is being underserved in key ways. Our mission is to correct that deficiency by providing the families and businesses we serve with innovative wealth and tax strategies that result in clarity, security, and overall financial health.
Many firms approach clients with a solution in mind without investing the time to understand the people, their goals and objectives, as well as potential pitfalls. We pride ourselves in solving problems for clients, rather than simply offering products as the solution.
With several decades of combined service in finance, tax strategy, wealth planning, and cultivated relationship development, we invite you to meet the leaders who make our team possible.
Bringing a wealth of knowledge and corporate business experience from multiple executive finance-based roles, Chris found his true passion in working closely with high income earners, affluent families, business owners and executives to build and protect wealth – both now and for future generations.
Director of Relationships
Stemming from a business background in a variety of different roles and industries, Tim brings a unique perspective on business development and authentic relationship building. With experience working for a tech start-up, and nurturing relationships in client services, marketing and luxury sales, Tim truly enjoys connecting with people and making them happy.
With more than two decades of experience in corporate and marketing communications for a major insurance company, Nancy brings a variety of high-value organization and people skills to our management team.