Introducing Proxy Freedom Team
CJ Davidson
Founder
Bryan Caulkins
Managing PartnerFinancial Advisor
Court Chynces
Financial Advisor
Wayne Potter
Senior Case Design Specialist
Ann Marie Ereg
Senior Operations Specialist
John Neville
Planning Consultant
Joel Everett
Financial Advisor
Marta Amaton
Financial Advisor
our team
Imagine Wealth Partners
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.