As the Chief Investment Officer of Freedom Financial Wealth Building Group, my life's story is a tapestry of dedication to family and country, driven by my passion for finance. Being a father of three wonderful girls, married for 20 years, and a grandfather to two delightful grandchildren, family is at the core of who I am. It's this deep appreciation for family values that guides my approach to financial advising, ensuring that each client feels like part of our extended family.
My career began in the US Air Force, where I served for 22 years as a communications technician specializing in voice network systems and later, IT systems. This period was marked by significant contributions, such as developing curriculum and programming procedures for the early rollout of deployable communications equipment. My commitment to our nation's security took me overseas, where I was deployed in support of Operation Enduring Freedom in 2002 and Operation Iraqi Freedom in 2005. During these deployments, I played a crucial role in supporting the Iraqi elections and the buildup of the first C-130 Iraqi Air Force squadron. These experiences instilled in me a profound sense of duty and resilience.
Academically, I pursued a Bachelor of Arts in Military History with American Military University, a journey that culminated in the honor of becoming a member of the Pi Gamma Mu social sciences honor society. This academic achievement reflects my passion for understanding the intricacies of history and its impact on our present and future.
As a licensed advisor for insurance and investments in multiple states, I have had the privilege of working with clients across the country. Over six years in financial advising, I have served over 300 clients, helping them navigate through various levels of wealth accumulation. This experience has equipped me with a diverse set of skills and insights, essential in addressing the unique financial needs of upper-middle-class families, independent thinkers, and those in retirement or nearing it.
At Freedom Financial Wealth Building Group, my role as CIO is not just about managing investments; it's about understanding the stories and aspirations behind each investment. Whether it's planning for a child's education, preparing for a comfortable retirement, or building a lasting legacy, I am committed to providing personalized, strategic guidance that aligns with our clients' goals and values. Drawing on my military background and experience in finance, I am well-suited to guide clients towards a secure financial future.
Check the background of this financial professional at: brokercheck.finra.org
DISCLOSURES
Jeffrey Endecott, Paul Mattke, and Sean Quigley offers products and services using the following business names: Freedom Financial Wealth Building Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Freedom Financial Wealth Building Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
