ABOUT trUSt
It’s Really About You!
Are we financial advisors you can trust? As you start planning for financial freedom, you want to be confident you’re working with the “right” people. We recommend the 3 building blocks of trust when looking for an advisor.
The 3 Building Blocks of trust:
Character- do we reflect your values?
Competency- have we successfully helped others like you?
Chemistry- do we listen to understand your goals?
We hope this website helps you answer these questions because the answers are really ‘About You’, helping you win with money.
About Us
Mitch Curlee
Recent graduate of University of North Carolina Wilmington, studying and pursing finance.
Additionally, as a D1 swimmer, I learned to develop a hardworking mindset, unique leadership skills, and how to handle tough situations.
Shelley Spears
Shelley is an Administrative Assistant for Freedom Wealth Advisors. She has enjoyed using her Communication degree for 20 years to assist clients in reaching their goals. She is passionate about helping companies run efficiently and effectively. In her spare time, she likes to be outdoors or playing games with her family and friends.
John Pulleyn, CFP®
Advisor since 2007
Education/ Political Science
Family / Married with two daughters and a son.
Interests/ Golf & the beach.
Military Career/ US Army
Second Lieutenant–Tank Platoon Leader in OP Iraqi Freedom. Awarded Bronze Star Medal.
A Ramsey SmartVestor advisor is someone agrees to always act in a client’s best interest. Ramsey has helped thousands of people become debt free.