Tom is a Managing Director at FCS Private Wealth Management. He specializes in providing wealth management services to ultra-high-net-worth individuals, families and institutions throughout the United States.
CNBC Periodic Guest Commentator
Completed Twelve Marathons including the original Greek Marathon, and Swim from Alcatraz
Father of two Eagle Scouts
Harvard Business School, Executive Education - HBS eMBA alternative, Program for Leadership Development, 2017-2018
Certified Investment Management Analyst Program, The Wharton School - 2004
B.A., History and Business, University of Notre Dame, 1987
IMCA Certified Private Wealth Advisor, 2008
Harvard Business School / Private Equity and Venture Capital, 2015
Master of Business Security Analysis, University of Notre Dame, 1989
Tom Freeman, CA Insurance License Number 1992187, Resident State MO, Domicile State, KS
Growing up in the Midwest has instilled in Susan a work ethic that has served her well during 25 years of business and financial services experience. In the early 1990's, she joined Twentieth Century Investors (now American Century) working from entry level to Director of Investment Technology Services. Susan also earned company recognition for leadership, financial success and working with honor and integrity. She holds a BSBA degree from UCM, the Certified Financial Planner™ designation and Series 7 and 66 registrations. Susan is also licensed in Kansas and Missouri for life insurance and variable annuities.
Certified Financial Planner™ professional l 2014
Bachelor of Science in Business Administration degree, Central Missouri State University 1986
Susan Freeman, CA Insurance License Number 2135458, Resident State MO, Domicile State, KS
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