Strategic Partners

Greg Freeman | Founding Principal | Advisor Serve Georgia

Greg Freeman JD, CLU, ChFC, RICP, CLTC

Founding Principal
gfreeman@advisorserve.com

Greg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients. Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.

Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client's Advantage, published by the AICPA. He is a non-practicing attorney and holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and a Certified Kingdom Advisor.

Mid-career, Greg served as senior Vice President for Development at Walk Thru the Bible Ministries. This two year experience helped Greg gain a far better understanding of charitable planning and an appreciation for the challenges faced by non-profit entities.

Part of the effort to serve advisors can be seen in Greg’s participation as a Charter Member of Kingdom Advisors, a Kingdom Advisors Champion, and as a Premier Sponsor of the organization.

Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.

Schedule a Call

https://brokercheck.finra.org/

Seth Freeman | Financial Co-Founder and CEO | Advisor Serve

Seth Freeman CFP®, LTCP, CLTC

Co-Founder, CEO
sfreeman@advisorserve.com

Seth has been part of AdvisorServe since its inception and is instrumental when it comes to designing illustrations for life insurance, long term care, and disability. He also specializes in policy audits and evaluating current life insurance coverage.

He received a B.S. in Philosophy and Religion from Toccoa Falls College, a Certificate in Financial Planning from the Terry College of Business at UGA, is a CERTIFIED FINANCIAL PLANNER™ professional, earned the CLTC designation, and also has insurance licenses across almost all 50 states.

Seth lives outside of Atlanta with his wife, Brooke, and their three sons.  In his spare time he can be found either coaching his children’s soccer teams, watching the Braves, or spending family weekends at the farm.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Schedule a Call

Zach Hamer

Zach is the newest member to Advisor Serve but has been working in the life insurance industry for a little over three years. Zach is the Swiss-Army knife of the group as he has a lot of tools at his disposal to accomplish any task. He currently holds a Georgia Life & Health license as well as his FINRA Series 6 & 63 licenses.

Before his career in the financial industry, Zach spent eight years in the Army as an Aviation Operations Specialist where he had the privilege to not only serve our country, but also travel the world–from all corners of our country and even parts of Asia.

Zach, his wife (Sarah), and their four sons accidentally bought a house on HGTV, allowing them to finally plant roots in North Georgia. Now they enjoy the little things in life like swimming in the pool, going to the skatepark, and hiking.

Strategic Partners

Michael Amoia JD, LLM (TAX), CLU®, CHFC® JD, LLM (TAX), CLU®, CHFC®

As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore’s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center. 

Angela Abreu CRPC CRPC

As the Operations Director of Life Insurance New Business for our partner, Valmark Financial Group, Angela Abreu is responsible for ensuring new insurance applications move from submission to placement smoothly. She oversees the team of Life New Business Specialists, troubleshoots escalated situations, and leads the charge to enhance technology and create innovative systems and efficient processes for the benefit of advisors and their clients. Angela has over 16 years of experience working directly with advisors and clients, and has a vast knowledge of the insurance industry. She holds her Series 7, 63, and 26 registrations as well as Life, Health, and Variable Life licenses.

Luke Ehinger ChFC®, CLTC® ChFC®, CLTC®

As Director of Insurance Marketing for our partner, Valmark Financial Group, Luke is responsible for advanced life insurance case design, product analysis, and the development of analytical and educational tools to assist our clients with their financial goals. He brings almost a decade of experience in the life insurance space working in roles at both a carrier home office and the independent agency environment. Mr. Ehinger holds a bachelor’s degree from Trine University and has his Series 6 and 63 registrations. He is also a Chartered Financial Consultant® (ChFC®) and holds a Certification in Long Term Care® (CLTC®).

Eric Johnson

Eric Johnson is Vice President of Underwriting for our partner, Valmark Financial Group. He is responsible for risk assessment appraisal, consultation, and negotiation on behalf of Valmark Financial Group Member Offices and clients. Mr. Johnson brings more than 30 years of experience in impaired risk and jumbo case underwriting, reinsurance, sales and brokerage operations. He is a presenter at numerous industry seminars and workshops speaking on topics such as Challenging Underwriting Impairments, Jumbo Business and Brokerage Underwriting. Mr. Johnson earned his BA from Luther College and holds Minnesota Life, Accident and Health Insurance licenses. He is a member of the Association of Home Office Underwriters (AHOU) and the Twin Cities Association of Home Office Life Underwriters (TCAHOLU).

James Dawson CFP®, CLU® CFP®, CLU®

James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission, and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.

Michael Michlitsch MBA, CRPC® MBA, CRPC®

As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in force insurance business to best serve our clients. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Mr. Michlitsch earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ (CRPC®) and carries the following Financial Services Designations: CFS, CIS, CFF, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.