James Frisbie

RICP® · CLTC®"

Owner and President of TreeHaven Financial, James has served the Boomer and Gen X market for over 13 years, providing “safe money” solutions for retirement and estate planning. He specializes in 401(k), 403(b) and TSP rollovers and Roth IRA conversions.

Our mission is to serve clients and their families with strategic solutions, so they may live their best lives in work and retirement with abundance, serenity and security.