Freedom Financial has a team of highly trained professionals that specialize in working with federal employees. Each of our Federal Retirement Consultants have undergone an extensive background check, taken the required course work and passed a proctored exam to receive their FRC (Federal Retirement Consultant) designation through FINRA.  They have demonstrated their knowledge and abilities to provide educational services to federal employees in the areas of CSRS/FERS, TSP, FEGLI, FEHB and Social Security. These educational services are provided through our affiliate Freedom Federal Educators.

DISCLAIMER: Investment Services and Advice are provided ONLY by the individuals that are registered Investment Advisor Representatives. All investment services/advice are provided through Freedom Financial Advisors. Those NOT registered cannot conduct business as an Investment Advisor. 

Brian Ross, FRC (sm)

Federal Retirement Consultant (sm), Investment Advisor Representative


Brian Ross is Federal Retirement Consultant for Freedom Financial. With over 25 years experience, Brian is uniquely qualified to help his clients with their retirement planning needs. Brian, specializes in working with Federal...

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Caden Adkins

Information Technology System Director


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Jerry Potter, FRC (sm)

Federal Retirement Consultant- Investment Advisor Representative


Jerry Potter is a Federal Retirement Counselor with Freedom Financial with 36 years of experience. He holds a BA degree from the University of Charleston. Jerry specializes in retirement planning with Federal Employees 

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John Chambers, MBA, FRC

Federal Retirement Consultant

John Chambers MBA, RFC is a Life and Retirement Specialist for Freedom Financial. He started his career in the financial services industry in 1984. Since then John has received numerous awards for his management and production. John is...

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Josie Grass

Administrative Assistant


Josie joined the Freedom Financial family in 2021. She plays an integral role for the firm as the agent liaison as well as serving as the office administrator. Josie received her insurance license in 2023. She will graduate Fairmont...

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Kirstin Hatfield, FRC(sm)

Federal Retirement Consultant (sm)


Kirstin Hatfield joined the Freedom Financial family in June 2018. She is the foundation for where our Federal Employees start their experience with our firm. Kirstin is the National Scheduling Director for Freedom Financial and FFE.

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Melissa Grass, FRC

CEO and Federal Retirement Consultant (sm) - Investment Advisor Representative



Melissa Grass, FRC (sm), is the CEO of Freedom Financial and has over 28 years of experience in the financial services industry. She leads a team of highly trained and educated professionals with extensive knowledge totaling over 80...

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