Gary Freedman, Managing Partner
Dr. Jamie Whitlock, President, Stress Free Medicare
Jonathan Phan, President, MassMutual, NOVA
Gary is a seasoned veteran of three separate startups. He sold two of those companies to publicly traded companies and the third to a federally regulated bank. These companies include two mortgage companies and a real estate investment/construction company. He has extensive experience in the areas of startups, turnarounds, mergers and
Gary is a seasoned veteran of three separate startups. He sold two of those companies to publicly traded companies and the third to a federally regulated bank. These companies include two mortgage companies and a real estate investment/construction company. He has extensive experience in the areas of startups, turnarounds, mergers and acquisitions.
Gary started in the mortgage industry in 1987 with the oldest and largest mortgage lender in the Washington, D.C. area, B.F. Saul Mortgage. He completed the prestigious B.F. Saul management training program.
His first job in the training program was as a processor, sitting at a desk, using an old-fashioned typewriter to fill out VOEs, VODs etc. He then worked as an underwriter, closer, appraiser, and in most other departments at the company.
After finishing the year-long training program, he became a loan officer and did 150 units his first year: all self-sourced, realtor referred. He then became a VP/Branch manager, SVP/Regional manager and finally went on to start three separate companies from scratch, selling two of those to publicly traded companies and the third to a federally regulated bank.
Jonathan Phan, President, MassMutual, NOVA
Dr. Jamie Whitlock, President, Stress Free Medicare
Jonathan Phan, President, MassMutual, NOVA
Jonathan graduated from the University of Massachusetts with a bachelor’s degree in business administration and marketing. Jonathan’s focus is retirement planning, employee benefits, risk management and investment services.
In 1990, Jonathan entered management and was recognized for his outstanding efforts in leadership and building a succ
Jonathan graduated from the University of Massachusetts with a bachelor’s degree in business administration and marketing. Jonathan’s focus is retirement planning, employee benefits, risk management and investment services.
In 1990, Jonathan entered management and was recognized for his outstanding efforts in leadership and building a successful organization. Jonathan became partner, and is currently President of MassMutual, NOVA.
Jonathan was awarded his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College. Jonathan holds FINRA Series 6, 7, 22, 24, 26 and 63 registrations. Jonathan is a Registered Principal and offers securities through MML Investors Services, LLC, Member SIPC.
Dr. Jamie Whitlock, President, Stress Free Medicare
Dr. Jamie Whitlock, President, Stress Free Medicare
Dr. Jamie Whitlock, President, Stress Free Medicare
Formerly a doctor for over 18 years, Jamie now runs a thriving Medicare business specializing in helping clients understand when and how to enroll in Medicare.
Jamie brings a unique perspective to the Medicare process, because he understands it from both the doctors' and patients' perspectives. He also teaches classes at the university le
Formerly a doctor for over 18 years, Jamie now runs a thriving Medicare business specializing in helping clients understand when and how to enroll in Medicare.
Jamie brings a unique perspective to the Medicare process, because he understands it from both the doctors' and patients' perspectives. He also teaches classes at the university level in their community education program. Stress Free Medicare focuses on educating people on the process they will go through regarding Medicare needs.