FreedomPath is an all encompassing financial wellness platform designed by leading experts in the financial services space to help everyday individuals – not only the economic elite – embark on their journey to financial health. 

The proprietary stack of financial technology will guide consumers to their dreams – whether that means freedom from debt, improving their credit, planning for a comfortable retirement, saving for their children’s education, starting a business, or providing for future generations!

FinTech

Lending

Personal Finance

Retirement

FreedomPath

Kevin Carroll

Austin Ohliger

This department facilitates the buying and selling of financial assets through brokerage operations.

Brokerage Services

This department focuses on managing client relationships, providing support, and ensuring customer satisfaction.

Client Services

This department is responsible for managing and facilitating financial transactions and services.

FreedomPath

Org chart

Teams

Brokerage Services

Client Services

Financial Services

Offices

FreedomPath

Org chart

Teams

Brokerage Services

Client Services

Financial Services

Offices

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