Freedom Financial Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Freedom Financial Management
Team photo for Freedom Financial Management

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Advisors

Michael Loiacono

Financial Advisor

Visit Michael Loiacono's website

Jeri Margolis Glazer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jeri Margolis Glazer's website


Team

Tamara Grayson

Tamara Grayson

Client Service Manager

Personal Intro

Family is at the heart of everything I do, and I cherish every moment spent with them. My personal philosophy is guided by a strong commitment to moral and ethical principles, which influences both my family life and my decision-making.

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Rena Caffell

Rena Caffell

Administrative Assistant

Personal Intro

As the Secretary of the Rutherford County HR Association, I am dedicated to personal and professional growth. My philosophy centers on becoming the best version of myself in all aspects of life. I find this commitment reflected in the joy I experience while spending time with my husband, especially when we’re working together in our garden.

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Benjamin Hollifield

Benjamin Hollifield

Assistant,

Marketing Consultant

Personal Intro

Growing up in Rutherford County, I feel a strong connection to the community I serve. I am passionate about helping others feel secure in their financial decisions and confident about the road ahead. My work philosophy is that everyone should know the benefits of investing; it's never too early or too late to start building a plan.

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