Our Team

Our Team

We work as a team to provide the most comprehensive service possible for our clients.  We believe that having a specialty is imperative to staying updated in an ever changing field and contributes to the successful results and service we provide for our clients.  Our team has worked together for a number of years - we see our clients and ourselves as a closely knit family.

 

T. Shawn Freeman - Partner and Retirement Financial Specialist:

Specializes in Financial and Estate Planning for pre-retirees and retirees. Shawn has devoted himself to earning the credentials necessary to become an outstanding financial advisor.  He has taught his clients how to protect assets, increase retirement income, reduce taxes, and plan a legacy for their families.  He understands the financial concerns of retirees, including those who have lost their jobs due to economic changes (e.g. Duracell, RJR, Proctor & Schwartz, PPG, Duke Energy and First Union, among others) and is adept at finding the right financial preservation strategy for diverse situations.

 

Charles E. Crotts - Partner and Financial Strategies Coach:

Coaches clients in new and innovative investment strategies in order to succeed in this very tumultuous market. Charles' knowledge with investments, social security, estate planning, and taxes allow him to help anyone that has experienced a life-altering event. Charles has the values of a small-town investor. He consistently strives to protect the future of his clients. By putting his clients first, he has developed a niche in this very competitive market. As a Financial Strategies Coach, he concentrates on educating individuals and is able to offer investments that help reduce taxes, supply income, and seeks to provide financial growth. Having the heart of an educator and coach, Charles is able to guide individuals through sound financial advisement. His master's degree in education and his experience help him provide peace of mind to those investors who are leery of changing strategies and overall market volatility.

 

Benny Harward - Associate Advisor:

Specializes in financial planning for pre-retirees and retirees.  Through the years Benny has continued to expand his financial services and health care expertise while building his tenure with State Farm, Bankers Life & Casualty, Horizon Financial Services and now 20/20 Financial Group.  He has gained the wisdom of longevity and earned numerous clients through a knowledgeable, firm, but sensitive approach.  Benny understands the value of creating trustworthy, lasting relationships with each individual he meets.

 

Gale Carter - Medicare Supplements and Administrative:

Typically when you call our office, the friendly voice you will hear on the other end will be Gale's.  Although she joined the company in August of 2011, she has quickly become an integral part of our 20/20 family and provides support for our front desk services, function coordination, Notary services, and Medicare Supplements (including Part D).

 

Linda Sickler - Long-Term Care and Administrative:

Specializes in Long-Term Care and manages the company’s operational business. Through over 19 years of developing IT programs for Piedmont and USAirways airlines, Linda has developed an innate skill for business management. While caring for a mother who had a stroke, Linda turned her interests and devotion to Long-Term Care and supporting Financial Advisors in 2001. She embraces the value and reality of experience that Long-Term Care provides for families and their loved ones.





*Investment Advisory products/ services are offered through Regal Investment Advisors, LLC, a SEC registered investment advisor. 20/20 Financial Group, LLP is independent of Regal Investment Advisors, LLC.

 

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