Dustin Tait’s journey is marked by resilience, determination, and a spirit of independence. Originally from New York, he was inspired by his father, a NYSE Portfolio Manager, and envisioned himself following in his footsteps. After relocating to Tennessee, Dustin earned his degree in accounting from the University of Tennessee and began his career at one of the world’s largest tax management firms. This experience paved the way for his return to New York, where his ambition and clear career vision led him to a role as a financial analyst at one of the biggest banks in the country.

Through various roles on Wall Street, Dustin honed his skills and carved out a niche as a respected advisor. Realizing the constraints of the corporate sector, he decided to embrace entrepreneurship to better serve his clients. This led to the founding of Freedom First Retirement Design, a firm dedicated to providing personalized financial plans that pave the way to financial freedom.

Dustin’s commitment to his clients stems from his understanding of the profound need for stability and a hopeful future. His hard work in building his practice reflects his dedication to guiding people toward secure and confident futures, enabling them to live the lives they’ve worked so hard to achieve. Having helped his own family and friends attain financial freedom, Dustin now brings the same strategies and dedication to his clients.

Cathie Tinsdale is a seasoned financial professional with over two decades of experience in accounting and financial services. She earned her Accounting degree from the University of Georgia, where she built a strong foundation in financial principles. Marissa began her career in public accounting, gaining extensive expertise in financial reporting and compliance, before transitioning to the financial services industry in 2005.

Her dedication to delivering personalized financial strategies and her client-focused approach have made her a trusted advisor in the financial community. Marissa is passionate about helping individuals and families achieve their financial goals with confidence and clarity.

Outside of work, Marissa enjoys spending quality time with her husband and their two children. She is an avid outdoors enthusiast who loves hiking and kayaking, and she finds fulfillment in giving back by volunteering at her church. Marissa’s balanced approach to work, family, and community service reflects her commitment to making a positive impact in every area of her life.

George Levoit brings nearly 40 years of experience in the financial services industry to his role as a Client Services Manager. Known for his exceptional attention to detail and dedication to client care, George ensures that every individual and family he works with receives the highest level of service and support. He is passionate about building lasting relationships and helping clients feel confident and informed throughout their financial journey.

As someone who values connection and communication, George takes pride in fostering trust and understanding, ensuring that clients always feel heard and their needs prioritized.

Outside of work, George enjoys spending time with his family, including his seven grandchildren. Whether it’s attending their activities or celebrating milestones, George treasures these moments and brings that same sense of family-focused care to his interactions with clients.

Bianca is a dedicated CPA renowned for her extensive financial expertise gained at some of the largest Public Accounting and Asset Management firms worldwide.  She excels in both portfolio construction and client-facing roles, demonstrating a well-rounded understanding of financial management. 

Outside the financial realm, Bianca finds joy in the simple pleasures of life. She’s an enthusiastic home cook, avid traveler and key supporter of the Lonsdale Elementary financial literacy initiative. Spending cherished moments with her family is a cornerstone of her life philosophy: fostering connections that matter deeply to her.

Fueling her adventurous spirit, Bianca embraces cycling as a hobby. Whether exploring scenic paths or challenging herself with long rides, she finds both physical and mental refreshment on two wheels.

Jim brings to Freedom First Retirement more than 30 years of both domestic and international executive and entrepreneurial experience across multiple industries and functional disciplines. 

Prior to joining Freedom First Retirement, Jim held executive management positions within both the Blackstone and New Mountain Capital private equity enterprise portfolios.  Subsequent to receiving his degree from Syracuse University, Jim held positions of increasing responsibility with Honeywell before successfully starting a highly regarded international consulting services firm. 

An avid sports fan, Jim continues to enjoy spending time with his children and grandchildren while continuing to engage with numerous charitable organizations.