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Retirement Consultants

 

Retirement Consultants


Dan Jones
Senior Retirement Consultant

Dan Jones is a graduate of Northwood University and has been working in the financial services industry since 1996. Dan began focusing his career toward retirement planning in 1999, when he joined Freedom One. He fully enjoys assisting clients in planning for retirement and reaching their financial goals.
Pat Patterson
Senior Retirement Consultant


Pat Patterson graduated with a business degree from Western Michigan University. As a Retirement Consultant, he has extensive knowledge in the finance sector, specializing in retirement planning. He holds the Certified Mutual Fund Specialist designation. Pat’s main focus is to help individuals by designing retirement strategies that will allow them to achieve their dreams at retirement.
Mark Adkins
Retirement Consultant


Mark joined Freedom One in 2008, with 9 years of financial experience. The last 5 years Mark has owned and operated Absolute Mortgage. He is dedicated to providing retirement planning services to each of his clients at Freedom One.
Tom Ames
Retirement Consultant


Tom Ames obtained a BSBA with dual majors in Accounting and Business Administration from Aquinas College.  While at Aquinas College, he was also fortunate enough to play basketball for two years.  Tom went on to Walsh College, where he completed his Masters of Science Degree in Finance.  Tom has been educating and assisting clients about financial challenges and concerns for more than 15 years.  Tom’s main focus is to help individuals by designing retirement strategies that will allow them to achieve their dreams at retirement.
Kelly Boyd
Retirement Consultant

Kelly Boyd graduated from Michigan State University and has been in the financial services industry since 1990. She has completed five out of the six courses required for the CFP (Certified Financial Planner) designation. Her success in the industry has stemmed from using core values and basic principles of investing. She enjoys helping clients reach their financial goals and has seen the rewards of planning for the future.
Tom Boyungs
Retirement Consultant

Tom Boyungs attended Michigan State University , where he attained a degree in business marketing. He has been in the financial services industry for four years. His responsibilities include providing Freedom One clients with consultation on all financial issues to assist in timely retirements, sufficiently funded retirement nest-eggs, and ensuring overall financial well being.
Matt Camargo
Retirement Consultant

Matthew Camargo joined Freedom One Financial Group with eight years experience in the financial services industry.  Prior to joining Freedom One, he worked as a licensed Financial Consultant for Wachovia Bank, N.A.  Matt is extremely dedicated to providing retirement planning services that will assist you in reaching your financial goals.

  

Erold Merko
Retirement Consultant

Erold Merko joined Freedom One Financial Group as a Retirement Consultant with seven years experience in the financial services industry. Prior to joining Freedom One, he worked as a Financial Advisor for A.G. Edwards, where he gained valuable experience in helping clients plan for their retirement. Erold earned his Bachelor’s degree in Finance from Walsh College and is currently working on getting his MBA degree, with a concentration in International Business. As a Chartered Retirement Planning Counselor professional (CRPC), you can count on Erold for unbiased advice in reaching your retirement goals.    

Kathleen Robinson
Retirement Consultant

Kathleen Robinson, previously a representative of a division of Citi Group Financial Services, graduated from Governors State University in Chicago and has been working in the financial services industry since 2002.  She enjoys educating others on how to invest their money, so as to aid them in realizing their retirement goals and dreams.  She is dedicated to providing unbiased investment advisory and retirement services to all her clients at Freedom One and currently holds her Series 6 and Series 63 licenses.    

James Uh
Retirement Consultant

James Uh obtained a Bachelor of Arts degree in finance from the Eli Broad College of Business at Michigan State University in East Lansing Michigan. James has been in the financial services industry for five years. He began his career at Merrill Lynch, where he gained valuable experience in providing clients with impeccable service as well as beneficial investment knowledge. 

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111