Team
We have a passion for helping people manage and preserve their wealth. Partners, Robert Maring and David Close along with all of the professionals at Freedom Investment Management Group are committed to providing the highest level of service to our clients. Every member of our team is experienced, educated and passionate. We intentionally maintain a low client to team member ratio so that we can consistently deliver concierge like service. Simply put; we are not like many other wealth management firms, come experience the difference.
Dave is a co-founder and Managing Director of Freedom Investment Management Group, which was founded in January 2015. FIMG was created from the vision of delivering a high level of personalized services built on the premise of trust,...
Abby LaFata is a Client Service Coordinator for Freedom Investment Management Group. She joined our team in July of 2015. Abby works hard to make sure that day to day operations run smoothly and does her best to create an outstanding...
Regina Engel is a Client Service Associate for Freedom Investment Management Group. Since 2001, clients have chosen to engage with Regina because of her positive personality, outlook, and willingness to deliver a pleasant client...