About Us
Our Vision
Since 1994, our company philosophy has been simple:
Give clients the personal attention they deserve.
To achieve this commitment to you, we have in place a financial management team of very knowledgeable professionals and strong back office support at LPL Financial.
We offer multiple investment and accounting services to provide you with a comprehensive financial strategy. By helping you structure your investment planning while considering the tax implications of your alternatives, we seek to maximize your after-tax return on investment.
Additionally, because we are a small business from your community, we will always be available for your concerns and wishes. Our staff is, and always will be, dependable and motivated to keep the client first.
Our Team
KAREN FREEMAN
PRESIDENT, CPA, TAX ACCOUNTANT & FINANCIAL ADVISOR
Karen has amassed over 30 years of tax and accounting experience, having founded the firm more than 25 years ago. She is a graduate of Texas A&M University with a B.B.A. in Accounting. Karen has earned her CPA certification, as well as her Series 6, 63, 65, and 7 financial advisory and insurance licenses through Avantax Wealth ManagementSM. Karen provides tax and accounting preparation and consultation, as well as QuickBooks setup and support. She also provides financial planning services and investment portfolio management.
BRANTLEY FREEMAN
SENIOR TAX ASSOCIATE & FINANCIAL ADVISOR
Brantley is a graduate of Southwestern University with a B.A. in Accounting and a graduate of Texas A&M University with a Master's in Accounting, focusing on Taxation and minor focuses on Finance and Services Marketing. He has earned his Series 6, 63, 65, and 7 financial advisory licenses through Avantax Wealth ManagementSM. Brantley provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support. He also provides financial planning services and investment portfolio management.
JASON FREEMAN
TAX ASSOCIATE & FINANCIAL ADVISOR
Jason is a graduate of Texas A&M University with a B.A. in Business with a minor in Sports Management. He has earned his Series 6, 63, 65, and 7 financial advisory licenses through Avantax Wealth ManagementSM. Jason provides our clients with individual tax preparation and consultation services, financial planning services, and investment portfolio management.
WINNIE ASHTON
SENIOR TAX ASSOCIATE
Winnie is a graduate of the State University of New York with a B.B.S. in Business, majoring in accounting, where she later earned her B.B.A in Education. She provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
STEPHANIE SANFORD
CPA, TAX ACCOUNTANT
Stephanie has worked in the field of accounting the past 12 years at firms in both Texas and California. She received her B.B.A. in Accounting from Texas A&M University and has earned her CPA certification. Stephanie provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
ROBIN NANNEY
TAX ASSOCIATE & BOOKKEEPING SPECIALIST
Robin has a long standing career as a full charge bookkeeper and tax preparer and client relations support for CPA's. Robin provides tax and accounting services, including payroll tax filing, sales tax reporting, corporate dissolutions, and QuickBooks support.
EMILY SMITH
OFFICE MANAGER & CLIENT RELATIONS
Emily is a graduate of the University of Texas at Arlington with a Bachelor of Arts degree in Communication. She is the Office Manager in the Mansfield office. She has 30 years of experience working in the field of accounting and client services. She has been with us since 2022.
PATTY TROUPE
CPA, TAX ACCOUNTANT
Patty began her accounting career in 1983 after graduating from California State University, Fresno. She has been a licensed CPA since 1987. Patty provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
KEYTON MCMILLION
CLIENT ACCOUNT ASSISTANT
Keyton graduated from Texas Tech University and began working at Karen S. Freeman, CPA in 2023 as a registered assistant to investment clients. Keyton specializes in account technical support, paperwork support, and document related support for all investment clients.
JAMES MORGAN
CLIENT ACCOUNT ASSISTANT
James joined our firm in 2024 with advanced experience as a registered financial assistant under LPL. James specializes in account technical support, paperwork support, account setup & servicing, retirement account services, and document related support for all investment clients.
FABIAN MEDRANO
EA, TAX ACCOUNTANT
Fabian joined our firm in 2024 with over twenty years experience as an Enrolled Agent. Fabian provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Taxrelated services offered through Karen Freeman, CPA LLC., a separate legal entity, not affiliated with LPL Financial. LPLFinancial does not offer tax advice or tax related services.The information contained in this e-mail message is being transmitted to and is intended for the use of only theindividual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advisedthat any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message inerror, please immediately delete.