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814.846.4780

 

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.

 

Robert D. Maring

Managing Director / Independent Wealth Coach

814.846.4780

Rob is a co-founder and Managing Director at Freedom Investment Management Group. FIMG was founded in January 2015, was created from the vision of delivering a high level of personalized services built on the premise of trust,...

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David L. Close, CRPC®

Managing Director / Independent Wealth Coach

814.726.7100

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,...

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Gary Winschel, CFP® is an Independent Wealth Coach with Freedom Investment Management Group. Gary has over 36 years of experience in the financial services industry in which he spent many of those years working with a large...

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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...

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Audrey N. Maring

Client Relations Associate

814-846-4780

814-217-1730

Audrey serves as Client Relations Associate with Freedom Investment Management Group. Prior to her role at FIMG, Audrey worked for 21 years as a Customer Service Representative. Since 1995, clients and coworkers have enjoyed working...

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Joe DiNicola

Private Wealth Advisor

814-846-4780

814-217-1730

Joe is a Private Wealth Advisor with Freedom Investment Management Group. Since becoming a Financial Advisor in 2010, clients have elected to work with Joe because he Is trustworthy, genuine, and personable. Joe works intently with his...

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Regina L. Engel

Client Service Associate

814-846-4780

814-217-1730

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...

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