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What is True
Financial Freedom?
If you talk about financial freedom with people, you’ll soon learn that everyone defines it differently....
For some, it’s the ability to send their kids to college and take a vacation every now and then. For others, it’s building a nest egg for retirement and being able to bless their family when they’re gone. Financial freedom makes us all think about different things that matter to us, but in the end, what we all want is the same: the ability to live our best life and weather any storm that comes our way.
Here at Freedom Financial Group, we take a Biblical approach to wealth accumulation, helping people take charge of their finances and align their money with their values.
We don’t believe in a one-size-fits-all approach, and instead take the time to really get to know people and what drives them before we make recommendations on anything. We act as a sounding board for our clients, talking through their goals, their fears, and what opportunities are available to them, and we help them figure out what the best path forward is.
No matter where you are in life or how much planning you have or haven’t done, if you want to pursue true financial freedom, we’d love to talk.
Honor the Lord with your wealth and with the best part of everything you produce. Then he will fill your barns with grain, and your vats will overflow with good wine.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Taylor White works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when
Taylor White has been in Financial Services since 2010, and founded Freedom Financial Group in 2012.
He speaks both nationally and locally at: churches, places of business and universities on how to help fortify financial goals.
Taylor believes all wealth is God’s, and that we are just temporary stewards of His wealth. He believes in using a biblical approach to understand and implement time-tested principles about wealth.
Since 2014, he has served at The University of Texas at Tyler, as Chairman for the Center for Family Business, within the Soules College of Business. Here he helps connect likeminded entrepreneurs with resources for personal and business development.
He invests not only into the entrepreneurial mindset of likeminded adults but, also into the future of entrepreneurial mindsets of the youth. Each year he hosts and Sponsors “Freedom Venture Fair.” A place where children can showcase their entrepreneurial concepts and dreams.
Since joining financial services in 2010, Taylor has qualified every year to be a member of the Million Dollar Round Table (MDRT). MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the financial services industry.
Taylor has been married to his best friend, Jennifer, since 2002. They have 3 children: Amelia, Genevieve, and Wilder. He is an avid musician, tennis player, golfer, and hunter.
Taylor and his wife have owned and sold multiple businesses in the Tyler area such as: a local retail store, magazine company, and van rental company. They currently hold multiple real-estate ventures, ranging from commercial, single and multi-family properties, as well as development projects.
At the center of everything that he is and does, is his faith in the God of the Bible. Taylor finds great joy serving as an elder at his church, leading worship, and has led many men’s groups over the years. He is a constant witness to whomever will hear the news of what God has done and is doing!
Brian is our Client Success Ninja. Brian has been in the customer service industry for over 25 years. He believes that people are all made in God’s image and created for success. Brian is committed to help our team and clients be successful in all they do.
Brian has been married to his wife, Kim since February of 2001. Brian & Kim have 4 kids Olivia, Oakley, Cameron, and Nathan. Brian is Pastor of the Hebraic Family Fellowship of DFW. Brian serves as an elder of Menorah Bible Fellowship. He is also the director of two non-profits: Messiah Texas and Undignified Ministries. Brian loves football, golf, board games, and family time.
George Reninger is highly motivated by a sense of divine calling and financial purpose in caring for his clients. George graduated with honors holding a science degree in Management Information Systems, having worked in a number of America’s strongest corporations including Standard Oil, IBM, AT&T, and The Federal Reserve Bank. Following his corporate experiences he started his own 501(c)3 from which he strategically partnered with various faith based NGO’s to deliver leadership, care and practical nutrition to students, orphanages & children around the world.
George then started his own financial development company and traveled across the USA and to over 45 countries opening diverse markets for nutritional technologies and micro-business development with cultural sensitivity. He is a graduate of Christ For The Nations leadership institute in Dallas, Texas (CFNI.org), and he now volunteers his time serving the organization through Partner Development. George lives in the greater Dallas area with his wife Katie and has 6 children.
Brady brings a wealth of experience in ownership, management, and sales across diverse industries such as Oil & Gas, Construction, and Real Estate. His expertise lies in driving company growth, optimizing sales/financial strategies, and fostering profitability. With a keen interest in finance and entrepreneurship, Brady seamlessly transitioned into the Financial Services sector, driven by a desire to educate others on achieving their financial and long-term goals. Brady enjoys surrounding himself with families and like-minded individuals who strive for financial freedom and entrepreneurial growth.
Outside of his professional pursuits, Brady cherishes quality time with his son whether it is on the golf course, fishing, or hunting. He enjoys spending his extra free time traveling seeing new places and being outdoors. A big part of his life is spending quality time with his family and friends.
Lindsay has 6 years of hospitality & customer service experience, which cultivated skills that prepared her to dive into the financial world. She has a passion for helping people grow into the best version of themselves that they can be, especially concerning their finances. As our newest staff member, Lindsay is enthusiastically pursuing continuing education and continually expanding her knowledge base in order to provide excellent service to current and future clients.
Lindsay was born in Florida, lived out her formative years in Oklahoma & now calls Texas her home. She is the second eldest of 6 girls. Lindsay is active in her church community as she helps run the social media & outreach teams. She is involved in youth camps year-round, fulfilling her desire to make a difference in the lives of the youth & to help them forge their own relationship with God.
Lindsay has a passion for trying new things, which spurs her desire to travel. If she could, she would bring her 11-year old dog with her on all of her travels. She loves to experiment with different recipes to add an element of trying new things to her day-to-day life. Lindsay is very active, so she is always trying out different types of sports or workout classes, along with looking for the next 5k or mud run she can get her friends to do with her. She is an avid reader & animal enthusiast. Lindsay loves to laugh & to live life to the fullest, spreading the love of Jesus everywhere she goes.
Leeann Koppel is a trailblazing entrepreneur and financial expert, whose unwavering faith in God fuels her every endeavor. With a portfolio spanning multiple successful businesses, she has now transitioned seamlessly into the finance industry.
Guided by her belief in God's providence, Leeann has dedicated herself to empowering others to achieve financial freedom and prosperity. Her remarkable journey epitomizes resilience, vision, and a steadfast commitment to helping others thrive. With a background in business, she has honed her skills in strategic planning, risk management, and investment analysis.
Driven by a commitment to helping individuals and families make informed decisions about their finances, Leeann leverages her entrepreneurial spirit to provide tailored solutions that align with her clients' goals and values. Her approach is rooted in transparency, integrity, and a deep understanding of the ever-evolving financial landscape.
As a trailblazer in her field, Leeann is committed to breaking barriers and bridging the gender gap in finance. She believes in the power of education and empowerment to foster financial literacy and create lasting wealth for her clients.
Beyond her professional pursuits, she is deeply committed to making a positive impact on a global scale. She actively promotes social responsibility and supports organizations focused on sustainability and social justice. Her mission is to create meaningful change by aligning her business efforts with a greater purpose.
Join her as she combines her entrepreneurial expertise with unwavering faith to pave the way for prosperity and abundance.
Leeann has been with her husband, Klint since 2008. From the moment they laid eyes on each other they knew they were meant to be together. God has blessed them with 4 children: Genevieve, Leo, Jase and Bradley. Originally from Southern California, Leeann and Klint made the decision to move to Texas in 2012 that helped to open a multitude of doors for them both.
When Leeann isn’t helping clients towards financial freedom, she is traveling the world creating as many memories as possible. She loves unique experiences and diving into every culture she comes across. From the architecture, language, history, people, and food, she is obsessed with exploring every city she can.
When she is home she loves cooking, playing boardgames with the kids, reading a book while enjoying their 12-acre property and hanging out with all their animals. They have 2 mini horses (Rainbow and Hercules), 5 dogs (Sweetie, Blaze, Brownie, Milo & Pebbles), 3 cats (Killian, Oliver & Kenobi) and 2 ferrets (Guapo & Juliet).
Outside of her professional endeavors, Leeann is an advocate for women's leadership and empowerment, actively involved in mentoring and supporting aspiring female entrepreneurs. Recognizing the importance of amplifying women’s voices, she devotes her time and energy to advocating for equal opportunities and representation in all spheres of life.
Leeann fully believes that it is her faith in God that has led her to the life she has always dreamed of and now to a career that aligns with her servant leadership.
Douglas Robbins
Insurance Professional, CLU, ChFC®
We are excited to announce that Doug has recently joined Freedom Financial Group as a Financial Professional with an incredible track record of 40+ years of experience in the financial industry. He specializes in utilizing insurance strategies as an estate planning tool for families and small business owners.
Doug’s career began with the New England Life Insurance Company (now MetLife) at the young age of 23 years old. While at New England, he developed a niche within the small business community as well as advising high net worth individuals on how to plan for the next generation. Doug then went on to build and staff a successful financial services practice which included investment management, risk management and estate planning.
When Doug is not in the office—you can find him exercising, traveling, or hanging out at the local dog park playing ball with his black lab, Boomer. Doug has a passion for dogs (we love) and is an advocate for those dogs that are less fortunate without an owner or home. With a passion for the financial industry, Doug spends time mentoring young agents.
Throughout his career Doug pursued and obtained his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) which are both regarded as respected designations in the financial industry. Doug is a proud 1985 graduate of Virginia Commonwealth University with a BS in Accounting. He currently resides in Richmond, VA with his best companion Boomer.
Leeann has been with her husband, Klint since 2008. From the moment they laid eyes on each other they knew they were meant to be together. God has blessed them with 4 children: Genevieve, Leo, Jase and Bradley. Originally from Southern California, Leeann and Klint made the decision to move to Texas in 2012 that helped to open a multitude of doors for them both.
When Leeann isn’t helping clients towards financial freedom, she is traveling the world creating as many memories as possible. She loves unique experiences and diving into every culture she comes across. From the architecture, language, history, people, and food, she is obsessed with exploring every city she can.
When she is home she loves cooking, playing boardgames with the kids, reading a book while enjoying their 12-acre property and hanging out with all their animals. They have 2 mini horses (Rainbow and Hercules), 5 dogs (Sweetie, Blaze, Brownie, Milo & Pebbles), 3 cats (Killian, Oliver & Kenobi) and 2 ferrets (Guapo & Juliet).
Outside of her professional endeavors, Leeann is an advocate for women's leadership and empowerment, actively involved in mentoring and supporting aspiring female entrepreneurs. Recognizing the importance of amplifying women’s voices, she devotes her time and energy to advocating for equal opportunities and representation in all spheres of life.
Leeann fully believes that it is her faith in God that has led her to the life she has always dreamed of and now to a career that aligns with her servant leadership.
Eve has been in the customer service industry for over 30 years. She started her career as a long-distance operator, moved over to a short stint in retail before entering the airline business. She spent 10 years working in the financial services industry at a local worker’s comp insurance company before coming to Freedom Financial Group as the office manager.
She believes excellent customer service, honesty, and integrity are all imperative for a successful business. Eve is an Associate Financial Advisor who enjoys assisting our clients with policy and/or account service needs.
She loves the team here at Freedom Financial Group where we show each other love, honor, respect, friendship – in other words…. we have become extended family.
Eve is happily married to her best friend Rick since 2012. They enjoy recreational trips like hiking and camping, visiting the beaches in the Gulf of Mexico, and trips to Walt Disney World. They are active in their congregation, donating their time and effort to help run the Audio/Visual presentations for services. She is grateful for all God has given her and believes all the glory goes to Him.
Jacob Hopson's passion for finance started as a bank teller in 2008, since then, he has journeyed through ministry, oil and gas, construction, and business ownership. In late 2022, through prayer and consultation, he knew God was calling him into a financial career as a member of Freedom Financial Group. Jacob loves to partner with families and businesses as they endeavor to accomplish their financial goals. His experience in different avenues of life as well as his motivating desire to incorporate a sound biblical approach to wealth solutions gives confidence and comfort to his clients. Jacob thrives in being a resource for his clients as they set out to accomplish all of their financial goals.
Jacob has been married to his lovely bride, Naomi, since June 2008. Throughout the past 15 years, God has blessed them with a quiver full of children! Before they were married, they knew they wanted a big family. Throughout the years they waited on the heavenly Father to tell them when their quiver was full, and 5 was that number! As a family, they host a weekly Sabbath fellowship in their home in beautiful Hideaway, Texas. Nothing invigorates them more than gathering together with a body of believers who love to worship the Creator and study His Word.
Jamey takes the approach of looking at your finances just like taking a golf lesson with him. He will dive into your concerns with you and also help you set goals to put you in the right place for the future of your family and the generations to come. Jamey wants to be a sound board and resource for you so that you can get on the fast track for financial success. He also, brings a passion for all things financial. At a young age he had a great understanding of personal finances and business life. He uses his time at Texas Tech and experiences from the work place, and the mentors he’s had over the years to bring the best solutions to the table.
Jamey attends Texas Tech University and is finishing up a degree in General Studies with minors in Personal finances, and Communications, and Human Resources. He has an Associates Degree in Business from Jacksonville College. Jamey has spent most of his life in the golf industry, he also played golf in high school and in college. He recently was the Assistant Golf Professional at Willow Brook County Club for two years before transition to the Freedom Team. He’s always had a passion for business and finances and that is why he made the transition from the golf industry to the financial industry. If you run into Jamey outside of work you with find him with his friends playing golf or watching sports. Jamey is a big supporter of his Red Raiders and their mens sports teams.
Since joining the Freedom team, Daniel has jumped head-first into the financial analysis aspects of the market. He has attained all the licensing required to become Associate Financial Advisor and is enhancing his skills and knowledge by taking additional training and coursework in the financial industry. Daniel finds the construction, supervision, and performance of portfolio design to be fascinating and rewarding.
Daniel moved to Texas (home of his beloved Cowboys!) in December of 2022. He grew up in central Illinois, the son of a farmer. Daniel became the first Musson (to his knowledge) to graduate from college, earning a Bachelor of Arts degree in History from the University of Illinois in 1994. In 1996, Daniel moved to Florida in order to become involved with a large youth ministry. On the 3rd day he was in Florida, on June 6th, 1996, Daniel met Melissa, the woman who would become his wife. They were married on February 21st, 1998, and he is more madly in love with her today than he was then. Daniel and Melissa have had 6 amazing daughters. Daniel and Melissa moved from Florida to Oklahoma in 2009 where they lived until their move to Texas.
Daniel plays bass guitar at his local church. Daniel also is an amazing accidental chef. When he comes home and his wife Melissa needs a night off dinner duty, he has a knack for throwing random ingredients together and making something really yummy.
Just don't ask him to repeat it. Daniel is also an ordained minister. Daniel has served as Director of Camp Yeshua youth camp for the last several years and is excited to invest in the lives of the teenagers who attend there.
The Nautilus Group® is an exclusive resource and service of New York Life Insurance Compay accessible to Member Agents working with affluent, high-net-worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance, and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services, and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and to also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the client’s complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, Texas, and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance, and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team approach concept.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Licensed States
Our Clients
Here at Freedom Financial Group, we work with incredible clients throughout Texas and in several other states. The map to the left shows where we are currently licensed, but if your state isn’t highlighted, don’t worry, we can work to get properly registered/licensed to help you with your situation. Our clients are different ages, different occupations, and different income levels, but the people we work best with have some things in common:
Think Outside the Box
Take Charge of Life
Entrepreneurial Mindset
Successful Career
Confident & Driven
Financial Review
Coachable & Passionate
Big Picture Thinker
Proactive and Open
Faith & Family
Focused
The wise have wealth and luxury, but fools spend whatever they get.
Proverbs 21:20
Core Services
- Rollovers
- IRA's
- 401k
- Mutual Funds
- Real-Life Financial Conversations
- Passive Income Strategies
- Life Insurance
- Long Term Care Insurance
- Insurance
- Annuities
Personal Solutions
Business Solutions
Medical Professional Solutions
Personal Solutions
Freedom Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.
- Estate Planning
- Asset Protection
- Charitable Planning
- Investment Management
- Disability and Extended Care Needs
- Passive Income Solutions
- Retirement Planning
- Education Planning
Business Solutions
Here at Freedom Financial Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
- Executive Benefits
- Succession Planning
- Key Person Insurance
- Funding Buy-Sell Agreements
- Funding Deferred Compensation
Physicians, dentists, and other medical professionals
Here at Freedom Financial Group, we understand the financial challenges of being in the healthcare industry. Our advisors are prepared to work with you every step of the way, from residency until retirement. Our team focusses on the financial planning of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.
- Charitable Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Debt Management
- Asset Protection
- Employee Benefits
- Insurance
- Disability Insurance
FFG Process
Step 1: Review
An average meeting takes 2-4 hrs. We begin by taking a look at what matters most to you and by better understanding your short-term and long-term financial objectives. We maintain an open and candid conversation to help ensure that our strategies and tactics are evolving with your needs.
Step 2: Analyze
Our recommendations are based on a thorough analysis of your current situation, including risk tolerance, investment objectives, time horizon, and human capital. We work with leading experts to provide you with access to cutting-edge investment research and solutions.
Step 3: Develop
We seek to identify the right combination of financial strategies in order to help optimize your overall investment portfolio.
Step 4: Coordinate
We provide you with informed options and assist you in the selection of a strategy that is the best possible one for you.
Step 5: Implement
We carefully implement your selected financial strategy and guide you along the way.
Step 6: Monitor
We remain focused on your goals, reviewing your investment or financial strategy regularly, monitoring the changing financial environment, and making adjustments as appropriate or if your needs change.
Good people leave an inheritance to their grandchildren, but the sinner’s wealth passes to the godly.
