Founder with Freel Ascent Insurance & Financial Services

Founder with Freel Ascent Insurance & Financial Services *Financial Adviser offering investment advisory services through Eagle Strategies LLC. CA Insurance Lic # 0M94790 Your financial goals are your summit.

Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. I married young, had children young, and divorced young. I learned early what it feels like to make big life and financial decisions without a guide — and how costly that can be in time, money, and peace of mind. Those experiences shaped me, taught me resilience

, and inspired the work I do today. As the founder of Freel Ascent Insurance & Financial Services and a Financial Advisor with Eagle Strategies LLC, a New York Life company, I’m committed to being the trusted partner I wish I’d had. My mission is to help individuals, families, and business owners protect, grow, and preserve their wealth while giving them the confidence and clarity to move forward — no matter where they’re starting from. I believe financial planning should be personal, educational, and empowering. That’s why I take a holistic approach, offering strategies in wealth management, retirement planning, estate planning, life insurance, disability insurance, and long-term care protection. I combine the relationship-driven service of a local advisor with the national resources of a Fortune 100 company to create a powerful partnership for your success. My role is to help you prepare, chart the course, and guide you to the top — so you can enjoy the view knowing you got there with confidence.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There’s something pretty special about seeing an idea you built become tangible. 🤍My new Freel Ascent materials just arr...
08/26/2026

There’s something pretty special about seeing an idea you built become tangible. 🤍

My new Freel Ascent materials just arrived: business cards, letterhead, thank-you cards… and yes, I may have had to order myself a hat too. 😊

Holding all of it today feels especially meaningful because we’re coming up on a milestone.

September 15 will mark two years since I launched Freel Ascent Insurance & Financial Services.

Two years of building.

Two years of learning.

Two years of creating a practice that reflects what I believe financial guidance should actually feel like: personal, educational, thoughtful and built around the lives people are working so hard to create.

And now, after getting this Instagram page officially approved, I finally get to start building this little corner of the brand too.

My goal here is to make conversations about money feel more approachable.

We’ll talk about financial planning, protection, retirement, building wealth, legacy, business ownership and the financial decisions that come with real life.

But you’ll also see plenty of Tahoe, behind-the-scenes moments of building a business, and probably a little bit of life outside the office too.

Because financial planning doesn’t happen in a vacuum.

It’s about building a life you actually want to live, and having a strategy to support it.

So here’s to the next chapter of Freel Ascent. ⛰️

I’m pretty excited to see where the ascent takes us.

Financial Guidance. Built for the Long Ascent.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/19/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/45mN1Qf
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4pKuDde
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4froHB3
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Address

3275 Panorama Drive
South Lake Tahoe, CA
96150

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Founder with Freel Ascent Insurance & Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Founder with Freel Ascent Insurance & Financial Services:

Share