TrustWell Insights

May 1, 2025
Published by TrustWell at May 1, 2025
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IRA and Roth Contribution Options Based on Your Income Level

By Tanner Doudna Similar to saving for college, there are tax benefits to setting aside savings in accounts specifically designated for retirement. While college savings accounts […]
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In 2009, after a successful career in finance, Brett Freese stepped down as Vice President of Finance at a major securities firm to join TrustWell. What began as a long-standing goal of becoming a financial advisor became a calling to serve individuals and families as a fiduciary, guided by experience, wisdom, and integrity. Brett holds an MBA in Finance from Rutgers University, is a CFP® professional, a NAPFA-certified advisor, and a Certified Kingdom Advisor®. Brett has a heart for guiding clients through life’s financial decisions, helping them achieve their goals and dreams with clarity and confidence.

He has been married to Susan for more than 30 years, and together they have two sons, Drew and Devin. He serves on his church’s pastoral advisory team and partners with Susan at All In Ministries International, a nonprofit ministry that equips under-resourced women in unreached people groups to become disciple makers. 

In his free time, Brett enjoys traveling, golfing, hiking, and beach walks. A lifelong New York Giants and Mets fan, he has celebrated four Super Bowl victories and one World Series championship—and remains hopeful each season

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Tanner was born and raised in Jacksonville. He and his wife Lindsey got married and started their family early in life. Tanner has a bachelor’s degree in finance and started his professional career as a financial advisor at Merrill Lynch. After three years at Merrill, Tanner and Brett decided to team up at TrustWell. He really enjoys his role of helping people and using his love of math on strategies like Roth conversions. Tanner is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®.

Outside of TrustWell, he loves spending time with his family and being active outside. For many years, he has coached his kids at soccer and flag football, recently making it to the NFL Flag National championships. Aside from being a big Jaguars and Lakers fan, Tanner likes all things minty, a classic burger & fries combo, or a coconut Bai drink.

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Bradley was born and raised in Jacksonville. He 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 from the University of North Florida, is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor® and has spent time with NAPFA. Bradley and his wife, Sarah, enjoy spending time with friends and family including his two sons Hank and Freddie, and they actively attend The Church of Eleven22.

Outside of the office, you can find Bradley cheering on the Jacksonville Jaguars and Atlanta Braves. His two boys keep him and his wife busy; you may see him biking down Gate Parkway with the boys from time to time!