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Meet Our Team

We may have clients in 41 states, but we’ve always maintained a close-knit practice because it’s important to us to keep things personal. While we’re happy to do Zoom meetings and calls when our clients prefer it, we believe in the value of seeing people face to face—so if that means flying across the country to meet with you and your attorney, we’ll gladly hop on a plane.

Each member of our team is skilled in multiple aspects of our practice, so we always have someone available to answer questions and take care of your needs. We believe in the power of personal connection, and that’s not something we’ll sacrifice for the sake of convenience or growth.

Ian Freeman CLU®, ChFC®, CASL®, AEP®

Financial Advisor

Kristen Grant

Associate Financial Representative

Carol Heller

Administrative Assistant

Andrea Cruz

Associate Financial Representative