Indiana and Colorado:
Michael Freeman | President of Equity Financial Services
Michael Freeman, AIF®, President of Equity Financial Services, has provided professional financial planning services for over 20 years. He founded the company in Hendricks County, and it has grown to include staff throughout central Indiana and north central Florida. Michael primarily serves Hendricks County and the surrounding area, however, he is licensed in many states and is able to serve your financial needs through every stage of your life. Equity Financial Services is one of the top-producing agencies for Parkland Securities, LLC. Michael has been published in journals such as Hendricks County Business Leader and Indiana Prairie Farmer. He has served on committees for the Hendricks County Community Foundation and Plainfield Chamber of Commerce. In his spare time he enjoys relaxing with his family either on a sunny beach or a snowy ski slope.
Jason Andrews, CFP®, CRPC®, brings a wealth of knowledge, experience, and genuine care to his clients and his community. As a staple in the financial services industry for 10 years and counting, Jason has helped hundreds of households to build their financial foundations and pursue their personal financial goals. Jason is a CERTIFIED FINANCIAL PLANNER™. Using his education, he strives to deliver a top notch level of financial planning service. In addition to helping clients with their investments, Jason is involved with the Indianapolis Zoo Association Council and serves on the board for the Financial Planning Association of Greater Indiana. He has also volunteered for the past 5 years as a high school football coach.
His personal mission is to improve his clients’ lives through careful management of their assets and developing long-term relationships. He believes in serving as a mentor and teacher to his clients; educating them about the markets, risk vs. volatility, risk vs. reward and, most important, the value of a written financial plan. His investment strategies include diversification, asset allocation, stock and bond selection, account monitoring as well as using the resources of a team of professionals to determine the most appropriate investment strategies. Rick lives in Plainfield, enjoys outdoor activities and spending time with his family.
Sheila Stevenson, Office Manager, joined the staff following 17 years in the corporate legal environment. She considers surviving homeownership to be one of her major life accomplishments and is eager to help you reach your financial objectives.
Robert Freeman, AIF®, is a well-known financial representative in the Greater Orlando area. He has assisted over 1,000 families to invest over $30,000,000. Additionally, Robert has helped many Orlando retirees save on their taxes and plan their retirement. Robert has published articles in the Life In Altamonte Springs magazine and has taught classes on finances and retirement planning for a local college, dozens of major corporations and the public. Robert lives with his wife, Sharon, in Errol Estate.
John F. Moore | Rhu, Lutcf
John F. Moore, Rhu, Lutcf, CRPC, has been serving central Florida in the same location for over 30 years and is the fourth generation of a family dedicated to the insurance and financial services industry.
John is a fully licensed insurance agent offering life, health, property and casualty insurance and annuities. Additionally, he is a registered representative and an investment advisor representative. (Securities are offered through Parkland Securities LLC, member FINRA/SIPC. Fee-based investment advisory services are offered through Sigma Planning Corporation; a registered investment advisor). John believes the independent brokerage business is the most effective way to represent clients' interests rather than being affiliated with a large firm.
For the last five years John has taught financial and retirement planning classes at Orange and Seminole county libraries, Stetson University’s Deland and Celebration campuses and Valencia Community College Enterprise Campus.
John is a strong believer in volunteerism in his community. Most recently he has served on the Florida Bar Association's Grievance Committee. He has also acted as treasurer for the downtown Orlando Thornton Park Neighborhood Association and was actively involved as project manager/fundraiser in the construction of the Four Rivers Fountain. While attending and after leaving school at Stetson and UCF, John was assistant soccer coach for five years at Trinity Prep on a volunteer basis.
Always interested in new adventures, John has twice crossed the United States by bicycle; once solo and once as the leader for a group ranging in age from 15 to 68 in the 200th celebration of our nation in a program known as “Bikecentennial.” John also completed the inaugural Disney and the 100th Boston marathons and still enjoys jogging, biking and lifting weights. John lives with his wife, Colleen, and beagle, Copper, in downtown Orlando.
Brandon Grammatico, AIF®, is a financial services representative in the Greater Grand Rapids, area. Brandon is a licensed life, health and annuity agent as well as a registered representative and an investment advisor representative (Securities are offered through Parkland Securities LLC, member FINRA/SIPC. Fee-based investment advisory services are offered through Sigma Planning Corporation; a registered investment advisor).
Brandon also believes in giving back to his community and is a member in good standing at the Grandville Jenison Chamber of Commerce, as well volunteering in his local community.
Brandon and his wife of 19 years as well as his 2 daughters live in the Grandville area. They enjoy traveling as well as enjoying all that West Michigan has to offer.