Jack Freeman, CPA/PFS, CFP®

Jack Freeman is a Certified Public Accountant and Personal Financial Specialist (CPA/PFS) and a Certified Financial Planner™ (CFP®) professional who helps individuals, families, and business owners make informed financial decisions with confidence. He combines expertise in accounting, tax planning, and personal financial planning to provide practical, client-focused advice.

Jack earned a Bachelor of Science in Management from Tulane University with a double major in Finance and Legal Studies in Business, followed by a Master’s degree in Accounting.

He began his career with a sole practitioner tax firm in Metairie, Louisiana, where he worked closely with high-net-worth individuals, families, and small businesses on a wide range of tax and financial matters. He later joined PwC in Houston, specializing in tax and audit services for clients in the oil and gas industry. While the experience broadened his technical expertise, Jack realized his passion was working directly with individuals and families, helping them make meaningful financial decisions and plan for the future.

Today, Jack draws on the depth of his public accounting experience to provide thoughtful, personalized guidance tailored to each client's unique goals. He is committed to building lasting relationships and helping clients navigate financial decisions with clarity and confidence.

Outside of the office, Jack is an avid sports fan, enjoys playing golf, and spending time outside with his English cream golden retriever, Rebel. Jack resides in the Houston Heights and makes an effort to continue exploring the greater Houston area.

Fun Fact: Jack has played golf on five different islands, three of which were outside of the United States.