President and Owner
As an independent financial advisor and an active member of the community, Bill Constain, President and Owner of Freedom Wealth Services, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.
For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
The concept behind his planning is simple; educate and coach clients to maximize their current lifestyle while creating and passing on a legacy. This is accomplished by avoiding common financial mistakes and customizing financial and legacy strategies. In summary, Bill helps people find the money and create financial peace of mind.
Senior Vice President
Nicole Constain has over 20 years of experience as a respected medical director, registered nurse, and executive. Nicole specializes in helping clients get started with our Financial Blue Print Strategies. Nicole has impacted thousands of people on their journey towards better health and financial freedom with coaching and support.
Managing Partner / Executive Vice President
President & Financial Advisor - Freedom Wealth Asset Management
Before we meet personally, I would like to introduce myself. I am the President & Financial Advisor for a private high-net-worth and prospective client group at Freedom Wealth Asset Management. As a Registered Financial Consultant (RFC®), I help clients reduce risk, fees, and taxes and increase income through comprehensive wealth management and legacy planning services. Throughout my career, I have combined my expertise and tactical experience with dedication and integrity to firmly build long-term client relationships.
I grew up in New York and attended Pace University in Manhattan, where I received my MBA as one of an exclusive group of 12 students selected to participate in an Accelerated Honors Program. I moved to Florida about 20 years ago and enjoy the warm weather and pleasant opportunities Florida has to offer. I began my finance career as Vice President of a private hedge fund in Orlando, Florida.
I am also a Managing Partner and Executive Vice President at Freedom Wealth Services, an independent financial advisory firm that has helped individuals, families, and businesses attain peace of mind and financial freedom for more than 28 years – quite often increasing clients’ tax-free retirement income by at least $1 million.
As a Wealth Strategist for Freedom Wealth Services, you’ll find her working with individuals who are looking to secure their financial future and retain their lifestyle through the various milestones life brings such as marriage, starting a family, college planning, retirement, as well as leaving a legacy for loved ones.
Joe Cohen, Managing Director of Freedom Wealth Services, is a dynamic communications professional with a 32 year track record providing a unique blend of recruiting, management, and business coaching experience. Joe’s success as a Recruitment Manager in Information Technology and Recruiting Director in Financial Services combined with his tenure as an educator and experience as a writer enables him to mentor independent agents to develop profitable and sustainable client relationships.
Jake Wicks has over 25 years experience in the financial services industry helping individuals, families and businesses with insurance and investment products. Jake began his career as a Financial Services Specialist with Citigroup in New York, NY. During 6+ years with Citigroup he developed and implemented financial plans for risk reduction and wealth accumulation strategies that create the funds needed for a comfortable retirement. Jake also has experience in Health Insurance, Employee Benefits Administration, Medicare Solutions and Claims Administration. Jake’s broad understanding of the various segments of the financial services industry enables him to develop targeted financial blueprints based on individual needs and goals.
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As a former medical/certified nursing assistant, Michelle had the opportunity to work very closely with a lot of physicians, patients & families. Her many years of expertise in the medical field showed her how important it is for families and individuals to have the right type of insurance in place way before they are diagnosed with a serious medical illness. Working alongside Bill & Daniel, Michelle will help assist you with making sure your retirement protection needs are covered!
Zeljko "Jake" Lukich
After relocating to Jacksonville FL in 2002, Mr. Lukich found success owning a business, and now sets his skills on helping others secure their future.
Mr. Lukich has over seven years of experience in the financial services industry. In addition to being licensed in Florida, he also has licensed credentials in Georgia, North Carolina and South Carolina.
He graduated with a BS from The University of North Florida and resides in Fruit Cove with his wife, daughters and their dog.
OUR STRATEGIC PARTNERS
Financial services veteran, best-selling author, speaker, and professional trainer, Patrick Kelly, has been delivering his “client-first” message to financial professionals for over a decade. One of his greatest passions is to help consumers understand that they can create a financial life full of growth and stability by following a few simple and sound principles. Kelly is the author of seven books: Tax-Free Retirement (2007), The Retirement Miracle (2011), Stress-Free Retirement (2013), The 5 Retirement Myths (2015), Seven Secrets to a Happy Retirement (2016), The Life Insurance Dilemma (2017), and Tax-Free Retirement – 10th Anniversary Edition (2017), and has collectively sold more than 1,000,000 copies. He has also trained more than 150,000 financial professionals from coast to coast since the release of his first book in 2007.
Tom Hegna CLU, ChFC, CASL
Schedule a free, no-obligation consultation
Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.