Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Robert Freshour
President & Advisor
With over 3 decades of experience in the financial services industry, Robert uses his experience as an investment fiduciary to help people focus on wealth preservation and growth. His goal is to provide personalized investment strategies and estate management to maximize return potential and create a seamless transfer of wealth at time of death. Robert feels this strategy is key to the long-term relationships he has with his clients.