Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the...
Jason is a CERTIFIED FINANCIAL PLANNER® professional, President of Financial Freedom Wealth Management Group. He is a...
As Vice President of People & Operations, Jennifer is passionate about human resources and helping an organization shine...
DJ loves to discover and monitor investment opportunities. He is instrumental in crafting the...
As a Financial Advisor, Matt loves helping people plan for their long-term financial goals, with a...
As a Financial Advisor for Financial Freedom Wealth Management Group, Haley is dedicated to delivering top-tier service...
Ethan is a Financial Advisor who is passionate about helping our clients pursue their financial goals. With a mind for...
Amy provides support and structure for new program development. She is passionate about ensuring that the company is...
Lou assists our team with day-to-day priorities and scheduling. She completed her Bachelor of Social Science at...
Pati is affectionately known as “The Money Honey,” ensuring our client operations are processed efficiently and all...
Allison Forman is the Manager of Client Services and Operations at Financial Freedom Wealth Management Group. In her...
Taylor has spent a decade in the digital marketing world. She got her start at a content marketing agency churning out...
Christa contributes toward the efficiency of our Executive Team. In her role as an Executive Assistant, she also...
Jessica Beasley serves as an Executive Assistant where she plays a pivotal role in supporting the CEO. Her dedication to...
As the Lead Client Services Associate, John supports the Financial Freedom team and clients in a licensed capacity. He...
Drew assists wealth advisors in delighting our clients. His past experience in the healthcare and customer service...
Jaron is a dedicated Client Services Associate with a passion for delighting our clients. He thrives on engaging with a...
Sam is a Client Services Associate who supports both clients and advisors with a strong commitment to exceptional...
