Chip founded Freedom Financial Planning in January 2024 after 16 years with his previous firm. He started there in 2007 with the responsibility of oversight and growth of the financial services division, and he ended his tenure as a major stockholder and President of the company. This was a CPA and Financial Planning firm with three offices which experienced significant growth under Chip’s direction. When the opportunity arose to start Freedom Financial Planning, with complete autonomy, the decision was an easy one.
Chip’s passion is helping individual and business clients with the process of establishing goals and then, working together, make those goals a reality. He enjoys the relationships developed as part of financial planning and, since starting in the industry in 2001, has acquired both education and experience that streamlines the process. He approaches each and every client’s situation with respect and a knowledge that no two clients or situations are the same… there are no “cookie-cutter” solutions. He has built his career and Freedom Financial believing the Zig Ziglar quote, “Success is not a destination, it’s a journey.”
Professional Accreditations & Education
- Certified Financial Planner®
- Certified Investment Management Analyst®
- Insurances Licenses for Life, Accident & Health, Variable Products and Long-Term Care
- Kingdom Advisors Member
- Securities Licenses – Series 7, 66
Prior Experience
- President and Owner – SLS Tax, Accounting and Financial Services
- Financial Planner – Prudential Financial
- Financial Planner – Swenson Anderson Financial
- Producer/Manager – Union Care Insurance
Up Close
- Lives in Glencoe with wife Maly and Chihuahua “Puppy.”
- Enjoys travelling near and far in their motorhome.
- Serves as an elder at Harvest Community Church
- Looks forward to having the time to read from a growing personal library.