The FDM Group

In 2009, after spending many years in the finance industry with the ultimate goal of becoming a financial advisor, Brett Freese left his role as a vice president of finance at a major securities firm to join TrustWell. Brett has an MBA in finance from Rutgers University, his CFP® designation, is a NAPFA-certified advisor, and is a Certified Kingdom Advisor®. Brett enjoys spending time with his wife, Susan, and their two sons. His activities in ministry include serving on the advisory team to his church’s pastor and partnering with his wife’s All In Ministries Nonprofit, which helps disciple under-resourced women around the world.

In 2017, Brett and Tanner Doudna teamed up at TrustWell to serve their clients with excellence in both investment management and financial planning. Tanner has a bachelor’s degree in finance and started his professional career as a financial advisor at Merrill Lynch. Tanner is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Other than spending time with his wife, Lindsey, and their four young children, Tanner’s activities in ministry include coaching and discipling youth and actively serving in their church.

In 2022, Brett and Tanner added Bradley Miller to their team at TrustWell. Bradley joined TrustWell after spending 10+ years in the financial services industry, bringing along expertise in both investment management and financial planning. Bradley has a BBA degree in finance, is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor® and has spent time with NAPFA. Bradley and his wife, Sarah, enjoy hanging out with family including his son Henry, and they actively attend The Church of Eleven22.

Brett, Tanner, and Bradley (otherwise known as the FDM Group) believe that their clients are best served in a team approach – allowing each advisor to specialize in their area(s) of expertise. They are all very family-oriented and have a strong belief in incorporating Biblical principles into their financial advice. They are all big sports fans with varying rooting interests including the Jaguars, Giants, and 17-time NBA champion LA Lakers.