Phone: (312) 245-1300    

Trinity Financial Advisors

CONNECT

Address:

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611

Phone:

(312) 245-1300 , Outside of Illinois (877) 287-4648

Fax/Other:

(312) 245-9009

Harlan Freeman

Harlan Freeman

CFP®, CPA, NAPFA-Registered Financial Advisor®

Harlan E. Freeman, CFP®, CPA, NAPFA-Registered Financial Advisor®

Financial Advisor

Harlan Freeman is a Financial Advisor at TFA.  He joined our team in 2017 bringing a passion for servicing clients by helping them navigate life’s maze of complex financial decisions.  Immediately prior to joining TFA he founded and operated Envisage Wealth Planners, an RIA, that much like TFA, serviced clients with comprehensive investment, financial planning and tax advice.  Earlier in his career Harlan served in executive management positions as Chief Financial Officer/Chief Operating Officer at Lifebook Company, LLC and Vice President of Acquisitions at Road One, Inc.  He also founded Vision Business Advisors, a mergers and acquisition advisory firm that he operated for ten years.  He began his career as an accountant at Arthur Andersen & Co and later at Grant Thornton.  He earned a BS in Accounting from Binghamton University and an MBA in Finance & Marketing from the Booth Graduate School of Business at the University of Chicago. Harlan is a Certified Public Accountant, Certified Financial Planner®, and a NAPFA-Registered Financial Advisor®.  He is also a Chartered Financial Analyst Level III Candidate.  In his free time you can find Harlan on a golf course or walking his dog Charlie along the Chicago lakefront.