Our Advisors

Financial Advisor: Brett Freese

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

In pursuit of his dream to become a financial advisor, Brett went back to graduate school in 1997 to earn his MBA in Finance from Rutgers University while working full-time.  Brett went on to earn the Certified Financial Planner™ designation and joined TrustWell in 2009 to offer unbiased financial advice and sound money management.

Brett is a NAPFA-certified advisor and a qualified member of Kingdom Advisors.  He also serves on the advisory team to the lead pastor at his church. He and his wife Susan have two sons and are active in their church, the community, and in local ministries.

 

Financial Advisor: Gary Williams

GaryGary founded TrustWell Financial Advisors in 1987 in Gainesville and moved it to Jacksonville in 1990.  A Certified Financial Planner™ professional, Gary earned his BA from the University of Florida and spent 15 years running his family’s retail business before opening his own firm.

Gary takes seriously the trust placed in him by clients, and for the past 20+ years has used Biblical wisdom to guide him in financial planning and management of his clients’ assets.  Gary is active in Rotary, and he’s also a qualified member of Kingdom Advisors, a national group of financial professionals who integrate Christian principles in their counsel.

Financial Advisor: Chris Daunhauer

ChrisChris is a Florida native and he’s been a Certified Financial Planner™ professional since 2004.  With a background in banking and finance, he’s been a statistician for several large Jacksonville corporations, a college instructor, and a business owner and investor since 1996.

Chris served in the US Army from 1987 to 1991, including combat service in Operation Desert Storm, after which he returned to complete his university education.  He holds a liberal arts degree from the University of Central Florida, graduate degrees in education and in business from the University of Florida, and a certificate in financial planning from FSCJ.

Chris is a NAPFA-certified advisor, a qualified member of Kingdom Advisors, and a money coach for Compass-Finances God’s Way and for the US Department of Defense.  He and his wife have hiked long sections of the Appalachian Trail and made numerous mission trips to Cuba with teams from their church.

www.linkedin.com/in/daunhauer

Financial Advisor: Tanner Doudna

TannerTanner is a Jacksonville, Florida native and has long had a passion for helping people achieve their financial goals. Upon completion of a bachelor’s degree in finance from the University of North Florida, Tanner started his career as a financial advisor with Merrill Lynch. In 2017, after passing the Certified Financial Planner™ Exam, Tanner joined TrustWell to offer holistic financial planning and asset management to clients.

Tanner values the ability to incorporate Biblical principles into his practice. He and his wife are proud parents of four young children. They are active in their church as well as other youth ministries in Jacksonville. They enjoy being outdoors and playing sports.

TrustWell Financial Advisors