Our Retirement Services Administration Team

Scott G. Freeman, QPA, QKA

Scott is Director of Qualified Plans at Independence Financial Partners. He has over 25 years of experience in the administration of qualified pension plans. Formerly, he was Vice President of Pension Services for a national insurance brokerage firm. Prior to that, he served as Vice President and Chief Operating Officer of a Connecticut based Pension Consulting firm where he was responsible for the daily operation of the company.

Scott received his Bachelor of Science degree in Mathematics & Computer Information Science from Eastern Connecticut State University in Willimantic, CT. He’s a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds ASPA’s Qualified Plan Administrator (QKA) designations. He’s also a past President and current member of the Connecticut Chapter of the National Institute of Pension Administrators (NIPA)

Sherry Freeman, QKA

Sherry is Assistant Director of Qualified Plans at Independence with more than 20 years of experience in the consulting, administration and communications of qualified pension plans. She was formerly a Senior Pension Consultant for a national insurance brokerage firm.

Sherry received her B.A. in Mathematics with minor in Computer Information Science from College of New Rochelle in Westchester, New York. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds ASPPA’s Qualified 401(k) Administrator (QKA) designation.

121-20151007-256299

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

E-Newsletter Signup

We Can Help With...

Existing client?

INSIGHTS & RESOURCES

 

We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

This email address is being protected from spambots. You need JavaScript enabled to view it.

935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067