Financial Guidance for Life at Freedom Village
Thoughtful planning. Steady guidance. A trusted local team.
Residents of Freedom Village deserve financial guidance that’s thoughtful, personalized, and relationship-driven. Jared Stanley, CFP®, and Kirstie Primus work together to help individuals and families make confident decisions about their financial future.
Meet Your Advisors
Jared Stanely, Wealth Advisor, CFP®
Jared partners with clients to deliver disciplined, personalized strategies focused on managing risk and preserving and growing assets over time. With over 15 years of experience, he brings thoughtful guidance and a steady, client‑first approach to every financial decision.
Kirsite Primus, Financial Advisor
Kirstie works alongside clients to implement tailored financial strategies with care, precision, and a strong focus on long‑term relationships. With 17+ years of industry experience, she is known for providing consistent support and attentive service at every stage.
A Team Approach You Can Trust
Jared and Kirstie offer a team‑based approach you can trust, pairing experienced guidance with personalized, ongoing support. Together, they help you move forward with confidence—so you can focus on enjoying life at Freedom Village.
Schedule a consultation.