We provide our services with one goal in mind: Do what is best for the client! SAT - SUN - AVAILABLE BY APPOINTMENT
Danny Freeman is responsible for the oversight of the firm’s investment management, financial planning, accounting, consulting, insurance, and the overall management and direction of the firm. He has a BBA in Management from the University of Georgia and an MBA in Finance from Wake
Forest University. He has over 35 years of experience in banking and finance and works with individuals, churches, non-profit organizations, and small businesses across the country. He has also previously served as an adjunct instructor in the School of Business and Economics at Winston-Salem State University. Danny is also the author of the book, Building Wealth through Spiritual Health. Well known for his ability to make complex subjects easy to understand, he has combined his financial experience with Biblical study to help others better understand their responsibilities for managing the resources that God has placed in their care. He is also the host of Money$tyle, a personal finance radio show that is heard each Wednesday from 7 - 8 p.m. on WSNC 90.5 FM. He is a member of First Baptist Church–Highland Avenue in Winston-Salem, NC. He also serves on various nonprofit boards in the city as well.
