Brett Freese (CFP®, MBA)

Brett Freese focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties


Brett has served in a variety of corporate finance leadership positions throughout his 20 years in the financial services industry. Before joining TrustWell, Brett was vice president of finance for a major Fortune 100 securities firm and a small business owner.  

In pursuit of his dream to become a financial planner, Brett went back to school in 1997 to earn his MBA in Finance at Rutgers Graduate School of Management while working full-time.  

Brett joined TrustWell and earned the CFP® designation to offer unbiased financial advice and money management grounded on biblical principles.  

Brett is a member of Kingdom Advisors and a support team member (i.e., elder) at his church. He and his wife Susan have two sons and are active in their church and in local ministries.

Additional Information

  • MBA in Finance at Rutgers Graduate School of Management.
  • BS in Finance and Marketing at Florida Southern College
Interests and Passions:
  • God and service to others.
  • My wife and my two sons.
  • Truth and Wisdom
  • History
  • Golf

NAPFA Start Date

June 21, 2010


This Office

8825 Perimeter Park Blvd Ste 304 Jacksonville, FL 32216-1112 Phone: (904) 996-7800 Fax: (904) 996-7803