Freedom Peak Financial, Inc

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Rich Lundstrom, CFP ® rich@freedompeak.com Rich has been a financial advisor since 1991, and is the President of Freedom Peak Financial, Incorporated He specializes in retirement transitions by providing financial planning and investment advice to individuals as they prepare for retirement. Rich graduated from Benedictine College with a Bachelor's Degree in Business Administration. In 2002 he received his Certificate in Financial Planning from the University of Missouri in Kansas City (UMKC), and further complimented his education by obtaining the Certified Financial Planner™ designation in 2004. He is an Advisor Representative of Securities America Advisors, Incorporated, a registered investment advisory firm. Rich and his wife Julie have two sons. They are actively involved with friends and family, and enjoy traveling and being in the outdoors in their spare time. Jill Schumer, Client Service Manager jill@freedompeak.com Jill brings over 10 years of account management and marketing experience to her role as Client Service Manager at Freedom Peak Financial. Jill has worked with both large and small clients in the past and enjoys the dynamic of working with a variety of people. Client satisfaction has always been the primary goal in the positions she's held, and it remains her number one goal at Freedom Peak Financial. Currently Jill is responsible for the day-to-day client activity, as well as managing the marketing side of the business. Jill obtained her B.A. in Mass Communications from the College of Saint Benedict in St. Joseph, MN in 1998. Jean Walker, Administrative Assistant jean@freedompeak.com Jean joined Freedom Peak Financial as the Administrative Assistant in March of 2009. Aside from her receptionist duties, Jean also assists with the daily tasks of managing the office. Willing to step in wherever needed, Jean is a true team player and valuable contributor to the Freedom Peak Financial team. Prior to joining the firm, Jean volunteered and worked in various administrative roles for 18 years. Within that time, she helped chair various committees for a local Kansas City school organization. Julie Lundstrom, Project Manager Julie is an integral component of the operational side at Freedom Peak Financial. Currently Julie is responsible for the corporate financial records and assists with the day-to-day operations of the office. With a background in management, human resources and health care financial services, she brings a myriad of skills to the Freedom Peak Financial team. Leading up to her current position, Julie provided book keeping services, served as a project coordinator consulting for various health care companies, and worked for 8 years as a manager in health care human resources and financial management. Julie obtained her B.A. in both Psychology and Management from the University of Northern Iowa in 1992.

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