Jack Freeman
Tax Planning Associate at Rhame & Gorrell Wealth Management
- Role
- Tax Planning Associate at Rhame & Gorrell Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jack Freeman
Jack Freeman grew up in San Diego until the age of 11 and then moved to a suburb of Chicago called Park Ridge for middle school and high school. After high school, Jack attended Tulane University in New Orleans, Louisiana. While at Tulane Jack got his BSM with a double major in Finance and Legal Studies in Business as well as his Master’s degree in Accounting. During his time at Tulane, Jack was part of the club lacrosse team playing against teams from across the country.Following graduation, Jack began his career in New Orleans at a sole practitioner tax firm, John McMahon, CPA APAC while studying for the CPA. While there, Jack worked with individuals, families, and small businesses to assist them with tax planning and compliance needs. After his year with John, Jack moved to Houston to work for PwC on their Federal Tax team. At PwC, Jack primarily worked on large oil and gas companies assisting with both tax audits and compliance work. Having passed his CPA exams, Jack decided to shift his career to focus back to helping individuals and families solve problems.Jack is soon to hold his Certified Public Accountant (CPA) certification. Additionally, Jack is currently in the process of pursuing his Series 65, Certified Financial Planner (CFP®), and Certified Investment Management Analyst (CIMA®) certifications.
Experience
Tax Planning Associate
Rhame & Gorrell Wealth Management
Jan 2025 — Present
Rhame & Gorrell Wealth Management, headquartered in The Woodlands, Texas, is an independent, fee-only Registered Investment Advisory firm founded on the principles of trust, transparency, and results. As a fiduciary, the firm provides customized financial planning and investment management services designed to prioritize clients’ needs and financial goals. The firm specializes in serving high-net-worth individuals, affluent families, corporate executives, entrepreneurs, and professionals in industries such as energy, technology, and aviation. Rhame & Gorrell serves local and multi-national clients alike, offering a comprehensive suite of services, including retirement planning, wealth transfer strategies, tax optimization, charitable giving, estate conservation, and advanced investment management solutions. Click the link below to speak with one of the many CFP®, CPA, or CIMA® professionals on our team.
Education
Tulane University - A.B. Freeman School of Business
BSM
2018 — 2022
Tulane University - A.B. Freeman School of Business
Master's degree
2022 — 2022
Maine South High School
High School Diploma
2014 — 2018
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