Freddy joined Heritage in July of 2021 as an Associate Wealth Manager. He graduated from Wake Forest University in 2017 with a bachelor’s degree in mathematical business and a minor in statistics. Prior to joining Heritage, Freddy worked at Dimensional Fund Advisors in Charlotte, North Carolina for four years. At Dimensional, Freddy helped financial advisors establish their investment portfolios and develop client messaging and business strategy efforts. He enjoys fishing and spending time on the water with family and friends.