BACKGROUND:
My purpose is to listen to my clients’ needs and develop a financial roadmap based on their short-term
and long-term goals and objectives. Together, we utilize the roadmap to help achieve a successful
outcome. My core work values are my passion to help others work towards their financial goals, while
maintaining integrity and transparency which fosters confidence in my relationship with my clients. I’m
fully dedicated to finding a strategy to meet their needs.

EDUCATION & CREDENTIALS:
 Bachelor’s degree in economics
 MBA in marketing and international business
 FINRA Series 7 and Series 66 registered
 North Carolina Life, Health, and Variable Insurance licensed

INTERESTS:
I enjoy outdoor activities such as hiking and biking, international travel, attending live jazz concerts, and
discovering new restaurants and dishes in unexpected places. I am extremely proud of my two adult
children, my daughter who is a recent college graduate and my son who is currently pursuing his college
degree. I also have a miniature schnauzer who is a loyal member of our family.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Sidra C.
Freeman, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and Financial Advisor. 3168409-102023