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Vicki H

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Vicki Hohenstein is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Freedom Value Partners, LLC. Her prior experience includes roles at Country Club Trust Company and Tower Wealth Managers, Inc. In addition to her advisory work, she is director and secretary/treasurer of a family farm, Cottonwood Flats, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, limited non-discretionary advisement, and financial planning. The firm employs a fundamental, bottom-up investment approach that incorporates equity, fixed income, and selective use of derivatives within a two-advisor team where both principals hold the CFA designation.

Retirement income strategy Social Security optimization Retirement withdrawal strategies Tax-loss harvesting
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Billie M

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She currently serves as an advisor at Freedom Value Partners, LLC, where she has worked since 2022. Prior to that, she was with Country Club Trust Company and Tower Wealth Managers, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement rollover guidance. The firm employs a fundamental, bottom-up investment approach that incorporates equity positions, fixed income, and selective use of derivatives for portfolio positioning and risk management.

Retirement income strategy Social Security optimization Retirement withdrawal strategies Tax-loss harvesting
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