Our Advisors

 

 

 

 

 

 

 

 

Jodie F. Borlaug, Wealth Advisor, Financial Freedom Group

 

 

 

 

Jodie Borlaug NSSA

 

 

 

 

Wealth Manager, Managing Partner

 

 

 

 

Financial Freedom Group clients enjoy knowing that their retirement path is designed to deliver a lifetime paycheck. Jodie's clients appreciate her personalized approach with helping clients take control of their financial future, which has been highlighted in "Proactive Advisor Magazine." Jodie has been a financial planner for over a decade and believes that continuous learning is important to her client's success. Clients find strength in her knowledge as she leads them through their detailed financial planning process to uncover their financial dreams and goals. 

 

 

 

Jodie desires to help clients paint a picture of what their ideal retirement looks like and then offers solutions so that they can achieve their personalized goals. Having a financial strategy generates confidence for clients throughout their retirement duration and adds comfort to their decision to retire. 

 

 

Jodie has an abundance of energy and an enthusiastic approach to life which has allowed her to raise three children and balance her many interests including volleyball, tennis, and skiing. She is very strong in her faith and takes pride in performing to her greatest ability for her clients. Jodie is passionate about helping others with the intricate details in their financial matters and understands how complex this process is.

 

Our Associates

 

                                                                            

        Susie L. Light      

  Wealth Manager

 

Susie spent the first 11 years of her career at Eastman Kodak, where she was a Sr. Packaging Engineer and Worldwide Project Manager.  She made the transition into Financial Services over 20 years ago, starting at A.G. Edwards & Sons as a Financial Planner. She acquired a practice in Williamsville, New York in 2017 and came to SagePoint Financial and the Financial Freedom Group in 2021.

Susie helps clients pursue financial independence on their terms.  She was a client prior to entering this career, and she has always been committed to treating every client in her practice like she would want to be treated herself-with the highest level of respect and integrity.  She is passionate about fee-based financial planning and helping clients develop a goals-based comprehensive living plan.

Susie still lives in Webster, New York with her wife Joni and their 5 cats. They enjoy seeing live music, trying new restaurants and spending time outdoors.  They also love to travel, especially to the Caribbean. She has two adult sons. Jacob is in Residency as a Pediatrician with the US Air Force in San Antonio and Jamie is in Residency as a Clinical Pharmacist.