Meet the Team!
At Palmetto Financial Freedom Initiative, our team is dedicated to empowering you with clear, practical financial education and guidance. We believe everyone deserves access to trustworthy advice that helps build confidence and freedom in managing money.
Our experts bring diverse backgrounds in financial planning, investment, and insurance, united by a passion for helping individuals and families navigate their unique financial journeys. Whether you’re preparing for retirement, managing assets, or just starting out, we’re here to provide straightforward strategies and support every step of the way.
Together, we’re committed to making financial freedom achievable for all.
EDUCATIONAL SEMINARS
Free Financial Education Where It Matters Most — Your Community
The Palmetto Financial Freedom Initiative (PFFI) offers free educational seminars for workplaces, churches, and community groups. You provide the space and the people — we'll take care of the rest.
Our mission is rooted in one simple belief:
Financial freedom begins with education.