Partner at
Cauble Harre and Freeman Wealth Management
Years of Experience
28 years
Number of Clients
100
Average Client Size
$1,500,000
Member Since
2025
I bring deep experience both working directly with clients. My goal is to make the process collaborative, straightforward, and centered on helping you achieve your long-term goals with confidence.
We work with Individuals and families seeking financial planning, investment management, and guidance through major life transitions. We also collaborate with business owners and professionals who need help balancing personal wealth with business considerations. Lastly we provide thoughtful advice and planning for retirees and pre-retirees looking to create sustainable income and preserve assets.
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Masters of Business Administration
Obtained in 2006
Bachelor of Science - Finance
Obtained in 1998
President - Private Wealth
2018 - 2024
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