"Partners Wealth Management | Our Leadership"


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Our Leadership

Our team members have the reputation, expertise, and credentials you deserve and will conduct themselves with integrity, confidentiality, and professionalism.

For our clients’ benefit, we are committed to providing our associates with opportunities for professional growth and development—in fact, we insist upon it. In the end, the continuous investment into our staff translates into a better experience for you.

Please take a moment to review our team’s biographies and credentials. With over a century of combined experience, your future is in good hands with us.
John E. Freiburger CLU, ChFC, CFP®, AEP, MSFS Principal	Daniel M. Alberth CFP® Financial Advisor

Jim Beverley CLU, ChFC, CFP® Financial Advisor	James E. Bey CLU, ChFC Financial Advisor

Carl V. BurNham III CLU, ChFC Financial Advisor	Daniel J. Sommers CPA, CFP® Financial Advisor

Libby L. Grant Ed.D. Client Service Manager	Stacy Novotny Information & Efficiency Manager

Betsy Roca Office Manager

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker-Dealer, Member FINRA-SIPC and a Federally Registered Investment Advisor. Partners Wealth Management is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp. (NFP), the parent company of NFP Securities, Inc. NFP does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.