Jack Freeman, CPA, Joins Rhame & Gorrell
Rhame & Gorrell Wealth Management is pleased to welcome Jack Freeman, CPA, as our new Tax Planning Associate. Jack brings a strong academic background and a wealth of professional experience to his role, further enhancing our firm’s ability to provide comprehensive tax planning and financial services to our valued clients.
Jack’s educational journey began at Tulane University in New Orleans, where he earned both a Bachelor of Science in Management (BSM) with a double major in Finance and Legal Studies in Business and a Master’s degree in Accounting. During his time at Tulane, Jack demonstrated leadership and commitment by competing on the club lacrosse team, representing the university at a national level.
Following graduation, Jack began his career at John McMahon, CPA APAC, a boutique tax firm in Metairie, LA, where he gained hands-on experience assisting individuals, families, and small businesses with tax planning and compliance. He later advanced his career on PwC’s Federal Tax team in Houston, focusing primarily on large oil and gas corporations, where he contributed to both tax audits and compliance projects.
Now at Rhame & Gorrell Wealth Management, Jack is refocusing his expertise to support individuals and families in solving complex tax challenges and planning for their financial futures. He holds his Certified Public Accountant (CPA) certification and is currently pursuing his Series 65, Certified Financial Planner (CFP®), and Certified Investment Management Analyst (CIMA®) certifications to further expand his skill set.
Outside of his professional endeavors, Jack enjoys playing golf, supporting his favorite sports teams, and exploring the greater Houston area. A resident of the Houston Heights, he values the vibrant community and opportunities the city provides. Jack is also a proud owner of an English cream golden retriever, Rebel, who accompanies him on his adventures.
We are honored to have Jack Freeman as part of our team and look forward to the expertise and dedication he brings to his role. Please join us in welcoming Jack to Rhame & Gorrell Wealth Management.
Need Some Help?
If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.
Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.
Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.
IMPORTANT DISCLOSURES:
Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.
For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
