Eric M. Freckman, CFP®, CKA® is a financial advisor and partner. He has over 25 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.
Michael T. McKevitt, CFP®, CKA®, RICP® is a financial advisor and partner. He has over 18 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.
Carrie joined Purposeful Wealth in January 2023. She partners with Eric and Mike to create thoughtful financial plans with meticulous attention to detail. She graduated from Concordia University and began her career as a teacher. In 2007, she transitioned to the financial services industry. Carrie's hobbies include reading and baking. She is often found with her husband, Phil, cheering at their sons' soccer games and fulfilling her passion for volunteer work at a local non-profit, Phil's Friends.
