About Our
Commitment to Our Clients
Freeman and Freeman take pride in providing a higher level of service to our clients. We believe in a set of core values that guide our day-to-day business practices. As fiduciaries, we vow to put our clients first in everything we do. Our true worth comes from knowing that we strive for excellence and never fall short of delivering first-class service to our clients. These fundamentals shape not only our business, but our everyday lives.
DEPENDABILITY: Proven Consistency through interactions with others.
TRANSPARENT COMMUNICATION: Honest, concise exchange of ideas and information to foster growth.
UNIVERSAL RESPECT: Upholding principles of dignity and professionalism in every interaction with the foundation of self -respect.
INTENTIONAL ADAPTABILTY: The desire to proactively embrace change to
maintain effectiveness in a dynamic environment.
COLLABORATION: The development of all individual contributions regardless of team position toward a common goal
CLIENT CENTRICITY: A commitment to acknowledge and exceed each client’s expectations while giving each client our full respect and attention.
POSITIVE COMMUNITY IMPACT: The proactive selfless sharing of resources for the benefit of the local communities.
ETHICAL LEADERSHIP: Influencing others by consistently upholding and
practicing our core values, vision, and mission.
PASSIONATE INNOVATION: Willingness to boldly advance the client/advisor relationship and outcome through forward thinking solutions.
ACCOUNTABILITY: Accepting responsibility for the results of our actions and disclosing the results in a transparent manner for everyone’s benefit.
“We believe in a set of core values that guide our day-to-day business practices.”
– AARON FREEMAN
Our Founders
Meet Our Team of Professionals
Managing Member
Aaron Freeman
Aaron helps clients pursue their financial dreams with the same integrity and passion he once displayed while serving his country as a decorated member of the U.S. Marine Corps.
Aaron helps clients pursue their financial dreams with the same integrity and passion he once displayed while serving his country as a decorated member of the U.S. Marine Corps.
Aaron began his financial services career at Oak River Financial Group in 2004, four years after he was honorably discharged from the Marines due to injury. He became Oak River’s president and CEO in the spring of 2011 when he purchased the firm from his father, Gary. In 2023, Aaron and his wife Nichol, rebranded Oak River Financial Group to what the company is known today as Freeman & Freeman Private Wealth Management.
An Investment Adviser Representative and licensed insurance agent in Texas, Aaron holds the Chartered Financial Consultant designation and is a member of the National Association of Insurance and Financial Advisors. He was presented NAIFA’s 2010 “Rising Star” Award.
A is native of southeast Texas. He was the honor graduate of his U.S. Marine Corps recruiting class and was meritoriously promoted twice. He also was honored with the Leatherneck Award, presented for outstanding achievement during recruit training.
When he isn’t helping clients, Aaron cherishes spending time with his family. He also is an avid outdoorsman who enjoys hunting and bass fishing, and is a lifetime member of the Rocky Mountain Elk Foundation, Houston Safari Club and B.A.S.S.
Managing Member
Nichol Freeman
Nichol relishes cultivating long-standing relationships and has a heart for helping her clients prepare for life’s unforeseen challenges.
Nichol relishes cultivating long-standing relationships and has a heart for helping her clients prepare for life’s unforeseen challenges.
As an a managing member of Freeman & Freeman, Nichol plays a key role in helping deliver exceptional client experiences. Using an empathetic approach, she is passionate about helping clients — especially single mothers and families with disabilities — navigate major life changes such as the loss of a loved one, divorce, retirement and career change.
Nichol is an Investment Adviser Representative and licensed insurance agent. She is responsible for facilitating regular client outreach, planning client events, producing quarterly performance updates and other communications as well as many essential regulatory and compliance functions as Freeman & Freeman’s Chief Compliance Officer.
Before entering the financial services industry, Nichol spent the majority of her career in the oil and gas industry. Her roles included project manager for several oil and gas operators, vice president of operations for Gulf Blend Resources and president of Schaefer Oilfield Services. Nichol spent more than a decade managing complex projects ranging from $50 million – $100 million.
Born and raised in Texas. Nichol received her Bachelor of Science from the University of Texas @ Arlington. She currently resides in Montgomery, Texas, with her husband, Aaron, and her two sons.
A fitness fanatic, Nichol enjoys spending time outdoors with her boys or in the mountains hunting with her husband. She is a member of the Texas Trophy Hunters Association and a lifetime member of the Houston Safari Club.
525 Woodland Square Blvd.,
Suite 250 | Conroe, TX 77384
Phone: 936.283.4105
Fax: 936.283.4106
