Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Taylor Freeman, CEPA®

Owner/President

(919) 787-2560

taylor@freemanfin.com

Taylor graduated from Elon University in the spring of 1997 and has been with Freeman Financial since then. He currently serves as the owner, president, and principal of the firm and holds Series 7, 24, and 66 registrations, as well as...

Duff Freeman

Founding Partner

919-787-6505

duffg@freemanfin.com

Duff is President and CEO of Freeman Financial, having started the group in 1995. He is a graduate of NC State and served in the US Army as an artillery officer.He has enhanced his practice with the CLU degree and the ChFC degree,...

Mitchell Valenza

Financial Advisor

518-201-2878

mitchell@freemanfin.com

Mitchell is a Registered Investment Advisor at Freeman Financial and is affiliated with Osaic Wealth. He holds his Series 7, 66, and NC Life, Accident, and Health Insurance licenses. Mitchell works directly with Taylor and assists with...

Susan Franklin

Client Services Coordinator

919-787-2560

susan@freemanfin.com

Susan is the Client Services Coordinator at Freeman Financial. She has accumulated experience working at multiple financial advisory firms and strives to provide the highest level of client service. Susan grew up in Connecticut, where...