Sidra Freeman, MBA

My purpose is to listen to my clients' needs and develop a financial roadmap based on their short-term and long-term goals and objectives. Together, we utilize the roadmap to help achieve a successful outcome. My core work values are my passion to help others work towards their financial goals while maintaining integrity and transparency which fosters confidence in my relationship with my clients. I'm fully dedicated to finding a strategy to meet their needs.

I obtained my bachelor's degree in economics and master's degree in marketing and international business. I have my FINRA Series 7 and 66 registrations and North Carolina Life, Health, and Variable Insurance license.

I enjoy outdoor activities such as hiking and biking, international travel, attending live jazz concerts, and discovering new restaurants and dishes in unexpected places. I am extremely proud of my two adult children, my daughter who is a recent college graduate and my son who is currently pursuing his college degree. I also have a miniature schnauzer who is a loyal member of our family.

3168409-102023