Meet Our Team
William P. Martin, CLU, AEP®, RFC®
Bill received a B.S. Degree from Eastern Illinois University in 1964 and holds Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP®), and Registered Financial Consultant (RFC) designations. With over 40 years of experience, Bill formed the Independent Financial Solutions team in 2009, featuring specialized services for business owners, professionals, and high net worth individuals. Currently a leader of the Christian Business Men's Committee, a member of the Tampa Association of Life Underwriters, Society of Financial Service Professionals, and a Life and Qualifying Member of The Million Dollar Round Table*, Bill has served on the boards of numerous charitable organizations over the years and continues to serve both his community and church. Bill, an avid saltwater fisherman, and his wife, Tessie, live in South Tampa and enjoy visiting their combined family of five children, ten grandchildren and two great grandchildren.
Meredith B. Freeman III
Meredith began his career on Wall Street in 2000, creating a solid foundation for the investment specialist on the IFS team. The discipline and insight he gained through immersion into a powerful, dynamic, and high-stakes trading operation are invaluable to our clients. Additionally, he facilitated three start-up companies, one of which is now a nationwide, full-service trading operation. Meredith graduated from Hampden-Sydney College with B.S. in Economics and lives locally. He is in involved in the Christian Business Men's Committee.
Alice Johnson
Alice is the Director of Operations at Independent Financial Solutions. Prior to joining the IFS team, she was with Thomas Financial Group for over ten years in various positions, moving into operations in 2006. She was also a disablility claims specialist for three years with MetLife. Alice received a B.S. in Business Administration/MIS from Charleston Southern University and a Masters in Public Administration from the University of Oklahoma. She holds the Chartered Life Underwriter (CLU) designation. Alice and her husband retired in Valrico after serving 30 years in the US Air Force. They enjoy spending time with their three grown children and five grandchildren.
Keleigh Knabel
Keleigh is the Director of Client Services at Independent Financial Solutions in Tampa, Florida. Prior to joining the IFS team in early 2018, she was with 21st Century Financial for seven years, starting as a partner with her father, a financial adviser in the Tampa area. Realizing her strengths in practice management, Keleigh transitioned to operations in 2013 while maintaining her licensing. Keleigh received a B.S. in Psychology from the University of Florida in 2009 and lives in St. Petersburg with her husband.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.