Tom Freisen, CFP®
Managing Director, Investment Services
Mr. Freisen joined our firm in 2023 after four years of experience in the financial services industry as a registered representative at Wells Fargo.
Mr. Freisen received a degree in Finance at Clemson University in 2018. He is a registered administrative associate with LPL Financial, and earned his Certified Financial Planner designation in 2023. Before joining the firm, he previously worked as a Supervisor in the Trading Services division at Wells Fargo Advisors. He has great knowledge and experience with equity, fixed income, and options products and strategies.