305 Regency Parkway, Suite 313
Mansfield, TX 76063
817 - 473 - 8471
Our Company
Karen Freeman Consulting & Accounting is an integrated financial and tax services provider. Our company mission is simple:
Provide clients with a holistic financial planning strategy
and give them the personal attention they deserve.
To achieve this commitment to you, we have in place a financial management team of very knowledgeable professionals and strong back office support at HD Vest Investment ServicesSM. Our staff is, and always will be, dependable and motivated to keep the customer first. Since 1994, our company has grown from a one person business out of Karen's home into an office of now six staff members.
We owe our success to the trust and support of our clients and will always remember where we've come from as we move forward to better serve you. Our company understands that a business' purpose is to satisfy multiple stakeholders: the customer, the community, and its employees.
Our employees couldn't be happier to serve this Mansfield community that has supported us for now 18 years, and we continually strive to improve our breadth of services in order to go above and beyond our customers' expectations.
We want to be your financial life counselors, and we understand that as a financial services provider, we hold a responsibility to make the best decisions possible for your future.
Brantley Freeman
Accountant & Registered Rep.
Amber Boulton
Marketing Services Director
Stephanie has worked in the field of accounting the past 10 years at firms in both Texas and California. She received her B.B.A. in Accounting from Texas A&M University and has earned her CPA certification. Stephanie provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
Christi has been alongside Karen since the firm's early beginnings. She is a notary public, and has earned her Series 6 and 63 investment licenses through H.D. Vest Investment Services. She assists our clients with any investment services and individual tax preparation and consultation.
Denise is currently completing her accounting degree at Dallas Community College. She founded and owned a mini-storage business in Maryland for 18 years before shifting careers and joing our team. Denise provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
Winnie is a graduate of the State University of New York with a B.B.S. in Business, majoring in accounting, where she later earned her B.B.A in Education. She provides our clients with tax and accounting preparation and consultation, as well as QuickBooks setup and support.
Amber manages our integrated marketing communications, as well as our front office operations and client scheduling. She can help you with general questions, document requests, or appointment setup with specific team members.
Brantley is a graduate of Southwestern University with a B.A. in Accounting and a graduate of Texas A&M University with an M.S. in Accounting, focusing on Taxation. He has earned his Series 6 and 63 investment licenses through H.D. Vest Investment Services.
Our Team
Karen Freeman
President, CPA & Wealth Advisor
Karen has amassed over 27 years of tax and accounting experience, having founded the firm over 18 years ago. She is a graduate of Texas A&M University with a B.B.A. in Accounting. Karen has earned her CPA certification, as well as her Series 6, 63, 65, and 7 financial advisory and insurance licenses through H.D. Vest Investment Services.
Denise Whalen
Tax & Accounting Specialist
Christi Hickman
Relations Manager & Registered Rep.
Winnie Ashton
Tax & Accounting Specialist
Stephanie Sanford
CPA, Tax & Accounting Specialist
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