Team
We believe our teamwork 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:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have 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.
*These services are offered by Jerry Style, August Lentricchia, and Alice Painter through their affiliation with HD Vest.
Jerry is a founding member and principal of Freedom Tax and Business Services, LLC and Freedom Financial Services, LLC prior to founding Freedom Tax and Financial Services.
August has been an important member of the Freedom team since July 2001. He was formerly affiliated with a major regional tax preparation and financial services firm.
Laurie is in charge of inputting all tax information we gather by our tax clients. Every tax return here at Freedom Tax is reviewed thoroughly: Once by Laurie, once by an assistant and once by your accountant.
Jem Style (as a 10 pound Toy Schnauzer) is the smallest member of our team at Freedom. Jem's responsibilities are many. She is the official greeter of the firm, a job which she takes very seriously.