Our Firm



Financial Freedom Group Firm Photo with Financial Advisors Randy Day, Jodie Borlaug and Stephen


 


Our Advisors



Randy Day, ChFC, CLU, LUTCF, Financial Advisor, Financial Freedom Group


Randy Day, ChFC, CLU, LUTCF


Financial Advisor, Partner



Randy Day's clients understand that their retirement income plan, designed by a Chartered Financial Consultant (ChFC) helps build and deliver comprehensive wealth management they are looking for. For over 30 years they have benefited from his experience in designing and implementing alternative money strategies that strive to reduce risk of loss and increase reliability toward reaching their financial goals.


They also admire his commitment and dedication to his wife of over 35 years (his high school sweetheart) and his family. They respect that Randy is a leader in his church and very active in his faith. In his spare time, Randy is an avid reader based on his philosophy that "readers are leaders."


 



Jodie F. Borlaug, Wealth Advisor, Financial Freedom Group


Jodie Borlaug


Wealth Manager, Managing Partner



Financial Freedom Group clients enjoy knowing that their retirement path is designed to deliver a lifetime paycheck. Jodie's clients appreciate her personalized approach with helping clients take control of their financial future, which has been highlighted in "Proactive Advisor Magazine." Jodie has been a financial planner for over a decade and believes that continuous learning is important to her client's success. Clients find strength in her knowledge as she leads them through their detailed financial planning process to uncover their financial dreams and goals. 


Jodie desires to help clients paint a picture of what their ideal retirement looks like and then offers solutions so that they can achieve their personalized goals. Having a financial strategy generates confidence for clients throughout their retirement duration and adds comfort to their decision to retire. 


Jodie has an abundance of energy and an enthusiastic approach to life which has allowed her to raise three children and balance her many interests including volleyball, tennis, and skiing. She is very strong in her faith and takes pride in performing to her greatest ability for her clients. Jodie is passionate about helping others with the intricate details in their financial matters and understands how complex this process is.


 



Stephen Louis Bergonzi, J.D., Financial Advisor and Estate Planner at Financial Freedom Group


Stephen L. Bergonzi, J.D.


Estate Planner & Investment Advisor



Financial Freedom Group is excited to welcome Stephen Bergonzi to our team as our newest advisor. Steve comes to us from his previous position as the Director of Development for the Friends of the Rosamond Gifford Zoo in Syracuse, NY. After helping donors achieve their life's dreams and maximize their impact with their donations, Steve decided he could make an even bigger difference helping everyone with their financial needs and goals, to maximize the impact their money can have on their  own lives.


Steve has a bachelor's degree in history from SUNY Brockport and a law degree from Washington University in St. Louis School of Law. He has been a featured alum of SUNY Brockport, giving back to the school, faculty, and students whenever he can.



His previous positions included serving as the Major Gifts Officer at Temple University for the College of Science and Technology, in Philadelphia. Steve's diverse skill set spanning the law and financial fields, and his experience helping others for the greater good are perfectly suited to help our firm grow, as we seek to offer even greater value to our clients.


Steve and his wife Karla are natives of Rochester. After several successive moves across the country, they are excited to return to their hometown. His wife has joined a local engineering firm and the couple and their newborn daughter, Sophia, reside in Spencerport with their kitten, Leo.


Our Associates



Char Pawley, Executive Assistant at Financial Freedom Group


Char Pawley

Executive Assistant



When you call us, the first thing you will hear is not an automated voice and phone tree, instead you will be met greeted by the friendly voice of Financial Freedom Group's own Executive Assistant Char Pawley. Financial Freedom Group clients appreciate individual and personalized customer service. They enjoy a friendly voice when they call the office with questions. Char Pawley couldn't agree more.


For over 18 year, Char has been providing exemplary customer service, including the personal attention clients deserve instead of the automated systems they are frequently met with. Financial Freedom Group clients rest assured that when Char says she "will handle it," she will.


Char has been married for over 35 years and enjoys spending time with her four daughters and six grandchildren. Clients admire her dedication and commitment not only to her family, but to them as well. Char received her degree in Administrative Secretarial from Bryant and Stratton.