Jan Freeman
Senior Client Relationship Associate
Atlanta, Georgia
Atlanta, GA - Georgia Office
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Jan assists clients with important everyday tasks , whether that involves seeing to it that RMDs are fulfilled, or verifying they have sufficient funds to enable their money movements to take place.
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Prior to joining EP Wealth Advisors, Jan served as Client Service Manager at CornerCap, following nearly 15 years of experience interacting with others who performed that role at Schwab.
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Jan’s personal interests right now include watching her boys play football and lacrosse. Her eldest currently is in his final season of college football, and her youngest is a rising 10th grader.
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