meet our financial advisor team
meet Jason Freeman
Hometown Values. Wall Street Knowledge.
Financial planning isn't just about investments—it's about helping people build the future they envision for themselves and the people they love. Whether you're preparing for retirement, saving for college, growing your wealth, or planning your legacy, Jason Freeman provides thoughtful guidance designed to help you make confident financial decisions.
With more than 25 years of experience in the financial services industry, Jason is an independent financial advisor registered with LPL Financial, committed to helping individuals, families, business owners, and retirees pursue their long-term financial goals. His approach combines the knowledge gained from decades in the financial industry with the personal attention and integrity that come from serving the community he calls home.
A graduate of Winthrop University, Jason specializes in retirement planning, investment management, 401(k) Rollover Services, college savings strategies, stocks and bonds, annuities, and comprehensive wealth planning. As a professional financial advisor, he is committed to acting in his clients' best interests while providing guidance tailored to each person's unique goals, circumstances, and stage of life.
Jason believes that every financial journey is different. Some clients are beginning their careers and building wealth. Others are preparing for retirement, navigating an inheritance, planning for a child's education, or creating a lasting legacy for future generations. Regardless of where they are in life, his priority is understanding what matters most to each client and developing strategies that align with their vision for the future.
Known for his approachable style and ability to simplify complex financial concepts, Jason enjoys helping clients feel informed and confident about their financial decisions. He believes the strongest advisor-client relationships are built on trust, open communication, and a genuine commitment to helping people pursue their goals over time.
As a longtime member of the local community, Jason takes pride in building lasting relationships with the individuals and families he serves. His hometown roots shape the way he does business—with honesty, respect, and a focus on putting people first.
Outside the Office
When he's not working with clients, Jason enjoys spending time with his wife, Nishie, and their children. Family has always been at the center of his life, and it's one of the reasons he finds helping other families prepare for their futures so rewarding.
An outdoor enthusiast, Jason enjoys exercising and playing golf. He also loves following sports and cheering on his favorite teams whenever he has the chance.
Whether you're planning for tomorrow or navigating today's financial decisions, Jason is committed to providing knowledgeable guidance and personalized service every step of the way.
Meet Richard A. Gilles
For Richard Gilles, financial planning has always been about putting people first.
After growing up in Owensboro, Kentucky, he attended Winthrop University in Rock Hill, South Carolina, where he met his wife, Erin. Nearly 30 years later, family continues to be at the center of his life. Together they have two children, Andy and Madie, and today Andy works alongside him in the practice.
Richard entered the financial services industry in 2003 and has spent more than two decades helping individuals, families, and small business owners work toward their financial goals. Throughout his career, he has completed the training programs at both Legg Mason and Smith Barney and gained valuable experience with several nationally recognized financial firms before joining Peak Investment Advisors iin 2025.
He specializes in retirement planning, investment management, and helping families prepare for life's important milestones—from saving for college and planning vacations to building long-term financial security and preparing for retirement. Richard believes that every financial plan should reflect the unique goals, priorities, and values of the people it serves.
The most rewarding part of his work is developing lasting relationships with clients and helping them make informed financial decisions with confidence. He understands that financial planning isn't simply about managing investments—it's about helping families create opportunities, prepare for the future, and enjoy greater peace of mind.
Outside the Office
When he's away from the office, Richard enjoys hiking, running, playing golf, and following a wide variety of sports.
He values time with his family and enjoys being an active part of the community he has proudly called home for many years.
