Check the background of this financial professional on FINRA's BrokerCheck.

OUR TEAM:

Jerry M. Wells, ChFC, CLU, CASL      
jerry@financialfg.com

For over 40 years, Jerry has been fostering long-term relationships with every client.  Jerry has created a foundation based on understanding each person’s unique needs and objectives, thus allowing him to help clients visualize their goals.  Supported by this culture, Jerry works with integrity, objectivity, and experience to help clients and their families pursue and achieve financial freedom. 

Jerry and his wife, Sue, enjoy spending time at their Keuka Lake retreat and taking trips on their “bucket list”.


Randy J. Day, ChFC, CLU, LUTCF 
randy@financialfg.com

Randy has been involved in the financial services industry for over 25 years.  In his words, he is more of a “left brain thinker”.  While he is technical and logical, clients tell him he is also very personable.  He strives to break down financial complexities and make them simple for you to understand.  Simplicity gives you clarity.  Clarity gives you confidence.

Randy and his wife, Colleen, have three children:  Colin, Michael, and Sean.  Randy enjoys spending time with his family and is very involved in his faith and church.

Jodie Borlaug
jodie@financialfg.com

A native of Western New York, Jodie is a partner at the Financial Freedom Group. She brings 10 years of experience in the financial services industry to our firm. She began her 
career with a focus on financial planning and helping clients with their insurance needs. Jodie is devoted to her clients and strives to educate them to make better financial decisions through financial planning. 


Charlene Pawley (Char), Executive Assistant 
char@financialfg.com

Char has been executive assistant to the team at Financial Freedom Group for 18 years.  Our clients love Char.  She prides herself in providing expedient customer service and being the “friendly voice on the other end of the phone”.  She treats our clients with genuine care and gives them the type of personable service that today’s technology-driven businesses sometimes lack.

Char and her husband, Scott, enjoy camping, fishing, and spending time with their 4 daughters and 6 grandchildren. Charlene is not registered with SagePoint Financial, Inc.



 
 
 

Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/SIPC.  Financial Freedom Group is a marketing designation.

This communication is strictly intended for individuals residing in the states of CT,FL,NY,PA,VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.



This communication is strictly intended for individuals residing in the state(s) of CT, FL, NY, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.