Broker Check

Team

Our experienced professionals love people and love to have a good time! We have helped many people just like you, and we specialize in developing personalized strategies to address your individual situation. Take a moment to learn more about us. We hope to see you soon!

 

Julia M. Carlson

Chief Executive Officer and Wealth Advisor

541.574.6464

Julia is the Founder of Financial Freedom Wealth Management Group, LLC. She has been practicing financial planning for more than 18 years and specializes in helping people who are either retired or close to retirement. Julia is...

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Chandran Rajaratnam

Vice President and Wealth Advisor

971-599-5142

Chandran is an Investment Advisor Representative and Registered Representative with LPL Financial and has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.

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Jason is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial as well as his state Life and Health Insurance licenses.

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Veronica Murillo

Compliance Manager, Wealth Advisor

971-599-5142

Veronica is an LPL Investment Advisor Representative as well as serving as the Compliance Officer. She has her Series 7, 6, 63, 65 and 24 Securities registrations held with LPL Financial, as well as Oregon Life and Health Insurance...

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Lourdes is the Client Relations Manager for Financial Freedom Wealth Management, LLC. Lou completed her Bachelor of Social Science at California State University in Long Beach California. Previously, Lou gained abundant knowledge and...

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Pati is the Operations Manager of Financial Freedom Wealth Management Group, LLC. Her department efficiently processes all client applications and ensures the smooth running of all administrative procedures.

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Holli Rajaratnam

Client & New Relations Connector

971-599-5142

Holli is FFWMG's Client & New Relations Connector, serving as the primary interface for contacts from Dave Ramsey’s SmartVestor Pro as well as product representatives.

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Teresa is a Client Services Associate for Financial Freedom Wealth Management Group, LLC in our Newport Office. Her prior experience includes 15 years at a local financial institution in Newport Oregon, where she was a personal banking...

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DJ is a Client Services Associate with Financial Freedom Wealth Management Group, LLC. He is based in our Salem office, primarily serving our Willamette Valley clients. He helps clients with transactional needs and assists our Wealth...

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Amanda is the Internal Operations Assistant for Financial Freedom Wealth Management Group, LLC. Following three generations of her family’s entrepreneurial example, Amanda started her first small business at age 14. In 2014, after...

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As Client Services Associate, Amber utilizes her background in administrative organization to best serve the needs of clients and wealth advisors in the Salem office. Prior to her position at Financial Freedom WMG, Amber served as an...

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