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Financial Advisors

Jeffrey A West

Financial Advisor*, Managing Partner

Jeffrey A. West attended West Virginia University.  Jeffrey began his career as a Financial Plannerfor American Express Financial Advisors. He transitioned to New England Financial, acting as a financial advisor representative and implementing training programs for new advisors.  He then served as Vice President of Senior Services, before founding Freedom Financial.  Jeffrey is a general securities representative and a licensed insurance agent and investment advisor representative

   

 

 Steven P Fetterhoff

Financial Advisor*, Managing Partner

Steve has been working with clients providing insurance and financial services since 1987. He holds numerous state licenses and certifications, such as LUTCF and CLTC along with securities registrations. Steve is also a Registered Investment Advisor Representative, which allows him to provide fee-based investment advice and asset management.

Steve is a member of the Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA) and is a graduate of The American College.

Steve believes that the holistic planning approach is vital in this world of uncertainty in achieving financial freedom. It’s with his committed personal attention, open objective advice, and the firm’s team approach that provides simplicity and order to his clients’ objectives and financial goals.