AeroLeads people directory · profile
Rich Freer, Esop Advisor Email & Phone Number
Lead Advisor
at
Harmon Smith Financial Group
1 work email found
@hubinternational.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Lead Advisor
Location
Boise, Idaho, United States
Company size
Who is Rich Freer, Esop Advisor? Overview
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Quick answer
Rich Freer, Esop Advisor is listed as Lead Advisor at Harmon Smith Financial Group, a company with 29 employees, based in Boise, Idaho, United States. AeroLeads shows a work email signal at hubinternational.com and a matched LinkedIn profile for Rich Freer, Esop Advisor.
Rich Freer, Esop Advisor previously worked as HR Advocate & Employee Benefits Advisor at Hub International and Major Account District Manager at Adp. Rich Freer, Esop Advisor holds Bachelor Of Arts (B.A.), Intercultural Studies - Interdisciplinary With Sociology from Biola University.
Company email context
Email format at Harmon Smith Financial Group
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*@hubinternational.com
68% confidence
AeroLeads found 1 current-domain work email signal for Rich Freer, Esop Advisor. Compare company email patterns before reaching out.
Profile bio
About Rich Freer, Esop Advisor
As ESOP Retirement Specialists, we have over 20 years of experience to help you unlock your wealth. The day will soon come (or maybe it already has) when you have access to your hard-earned Employee Stock Ownership Plan shares. Congratulations! While you might be tempted to go on a spending spree, we recommend a planning spree. That way, you can keep more of your money and make it work for you and your family. It all starts with an honest conversation with a Harmon Smith advisor and some straight talk about these solutions:Our clients come to us when they: ✔ Want to make sense of their ESOP plan ✔ Find out how to retire early✔ Want to protect and diversify their nest egg after retirement✔ Avoid big tax bills✔ Pass wealth to their children, plan for college, and long-term care needsThe landscape has change for Employee-Owners and our clients are tired of putting all their energy into: ❌ Knowing if they have enough to retire early or retire at all ❌ Understanding the distribution and diversification schedule❌ What the rule of 55 is❌ Generating a retirement paycheck❌ Protecting their retirement nest egg during all economic conditionsWithin just a few months of financial planning, they’re frequently able to: 🎯 Know their retirement date 🎯 Determine if they have enough to retire early or on time🎯 Diversify and access their wealth🎯 Know their nest egg is protected during economic downturns 🎯 Avoid Required Minimum Distributions (RMDs), and realize huge tax savingsYou didn’t work your butt off for nothing, so you should keep as much of your hard-earned money as you can. That’s where we come into play. If you’re ready to go on a planning spree, then I invite you to send me a message here on LinkedIn or schedule a quick 11-minute chat.
Listed skills include Leadership, Team Building, Sales Process, Social Media, and 23 others.
Current workplace
Rich Freer, Esop Advisor's current company
Company context helps verify the profile and gives searchers a useful next step.
Harmon Smith Financial Group
9 roles
Rich Freer, Esop Advisor work experience
A career timeline built from the work history available for this profile.
Lead Advisor
Current
Apr 2021 - Present
Hr Advocate & Employee Benefits Advisor
- HUB International exists to provide professionals with actionable solutions that generate consistently high ROI over many years and in a variety of market conditions.At HUB, our services are widely recognized across.
- Insurance and Risk Services
- Employee Benefits and HR Consulting
- Retirement and Private Wealth
- Business Insurance
- Financial Services
Nov 2018 - Apr 2021
Major Account District Manager
ADP helps organizations of all types and sizes unlock their business potential. For 60 years, we’ve led the way in defining the future of business outsourcing solutions for over 610,000 clients. And we remain one of the world’s most innovative, diverse and admired companies to work for today.We are a comprehensive global provider of cloud-based Human.
Jun 2017 - Nov 2018
Major Account District Manager
ADP helps organizations of all types and sizes unlock their business potential. For 60 years, we’ve led the way in defining the future of business outsourcing solutions for over 610,000 clients. And we remain one of the world’s most innovative, diverse and admired companies to work for today.We are a comprehensive global provider of cloud-based Human.
Jun 2017 - Oct 2018
Sales Consultant
Dec 2013 - Jun 2017
Esl Instructor
Ecc Private Academy
Create and implement teaching curriculum using provided academy text booksTeach Korean children from Pre-school to 5th grade how to speak and write the English language
Aug 2012 - Jan 2013
Assistant Manager
Mentored multiple employees and managed over a dozen employees throughout careerConsistently a top performer in the Enterprise employee sales/customer service matrixHosted company test study sessions and taught sales classes for the entire Long Beach areaManaged inventory of 250 cars including maintenance, resale, and recalls of rental units
Feb 2010 - Apr 2012
Senior Teller
Assisted customers with deposit, withdrawal, currency exchange, and check cashing transactions Created, improved and maintained great rapport with highly valued customers, and positively welcomed new customers Exceeded monthly branch sales goals and customer service satisfaction ratings all 3 years of employment
Sep 2004 - Jul 2007
1 education record
Rich Freer, Esop Advisor education
FAQ
Frequently asked questions about Rich Freer, Esop Advisor
Quick answers generated from the profile data available on this page.
What company does Rich Freer, Esop Advisor work for?
Rich Freer, Esop Advisor works for Harmon Smith Financial Group.
What is Rich Freer, Esop Advisor's role at Harmon Smith Financial Group?
Rich Freer, Esop Advisor is listed as Lead Advisor at Harmon Smith Financial Group.
What is Rich Freer, Esop Advisor's email address?
AeroLeads has found 1 work email signal at @hubinternational.com for Rich Freer, Esop Advisor at Harmon Smith Financial Group.
Where is Rich Freer, Esop Advisor based?
Rich Freer, Esop Advisor is based in Boise, Idaho, United States while working with Harmon Smith Financial Group.
What companies has Rich Freer, Esop Advisor worked for?
Rich Freer, Esop Advisor has worked for Harmon Smith Financial Group, Hub International, Adp, Paychex, and Ecc Private Academy.
How can I contact Rich Freer, Esop Advisor?
You can use AeroLeads to view verified contact signals for Rich Freer, Esop Advisor at Harmon Smith Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Rich Freer, Esop Advisor attend?
Rich Freer, Esop Advisor holds Bachelor Of Arts (B.A.), Intercultural Studies - Interdisciplinary With Sociology from Biola University.
What skills is Rich Freer, Esop Advisor known for?
Rich Freer, Esop Advisor is listed with skills including Leadership, Team Building, Sales Process, Social Media, Human Resources, Sales, Cold Calling, and Curriculum Design.
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