Their Advisory Personnel

Contact Details

Greg Freeman is chairman & President of TrustWealth procedures. Greg has-been concentrated on wide range management and economic planning for the totality of his career. Before starting TrustWealth, Greg singlemuslim spent several years of their job as someone and wealth advisor with WestPoint monetary class in which the guy created a successful economic preparing exercise and became a perennial Blue-Chip and leading of Council manufacturer for MassMutual. Greg was known as “Advisor of the season” with WestPoint Financial in 2014 and stayed between the top quintile of economic advisors nationwide. After making their Bachelor of technology amount in funds through the Kelley School of businesses at Indiana institution, Greg encountered the aspiration to be an economic business person which may let your be effective in a capacity that could leverage his normal power to mentor and connect with the folks locally.

Greg feels aided by the proper coaching, techniques and methods THINGS is possible. The guy and his awesome personnel were centered on building a client-centric money management platform to service and look after TWS customers nationwide. Greg concepts the best method for his people to get to their unique brief, mid and long-lasting monetary targets while residing when.

Looking back on the very early many years of his job, he acknowledges how much effort they took to establish a company base. But like other effective entrepreneurs, he had been driven by a vision, and set inside the required for you personally to have his businesses to a stronger begin. Expanding right up in core Indiana, Greg likes building and growing their practice around customers whom he says, “become like family members for me.”

Greg are an indigenous of Knightstown, Indiana and presently lives in Indianapolis. Continue reading →