Aaron Freeman

Aaron Freeman is a native of Southeast Texas.  He graduated from Monsignor Kelly High School in Beaumont.  Aaron attended Stephen F. Austin State University and Lamar University, where he majored in business and was on the dean’s list.  Aaron was the Honor Graduate of his United States Marine Corps recruiting class and was meritoriously promoted twice and was the recipient of the Leather Neck Award.

He was honorably discharged in 2000 due to injury.  In 2004 Aaron began his career in financial services with Oak River.  He is an investment adviser representative (Series 65) and a licensed agent with the State of Texas department of insurance as well as holding Board Certification in Estate Planning (BCE).

Aaron also holds the CIS designation, (Certified Income Specialist) and a CAS designation,  (Certified Annuity Specialist.)  Less than 1% of those individuals in the financial services field have earned those designations.  Aaron is currently working on his MSFS (Masters of Science in Financial Services) and his ChFC ( Chartered Financial Consultant.)  Aaron is also a member of NAIFA (National Association of Insurance and Financial Advisors) and also a member of the MDRT( Million Dollar Round Table.)

Aaron was married to the love of his life Debbie in May 2009.  Aaron and Debbie are proud to announce the arrival of their first child, Carter, born May 18th, 2010.  Aaron is an avid outdoors-man and conservationist.  He is an active member of Safari Club International (SCI), Pope & Young Club and the Houston Safari Club.  When not working Aaron enjoys playing golf and spending time with family and friends.

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Our Promise!

We remain a resource to help our clients with the various changes in life. We will meet to make adjustments for any new circumstances, and we are always available to review whatever needs to be changed. That is one of the biggest advantages of working with us.

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Because we respect and value our client relationships, we promise to:

  • Review all accounts on a monthly basis
  • Provide a quarterly report to our investment advisory account clients
  • Affirmatively state when a change is needed (or not) on an account
  • Return phone calls within 24 hours
  • Help our clients understand how to read our statements
  • Always explain things in easy-to-understand terms
  • Quickly admit and correct any errors
  • Clearly disclose any commissions or fees
  • Remain current in the field so we can continually provide better advice
  • Be creative and innovative in the services we provide

That's the kind of relationship we build with our clients ... a relationship built on understanding, reliability, and trust.