Our experienced professionals love people and are committed to helping you with your financial life. We utilize our collective wisdom to partner with you in pursuit of your life goals.  Take a moment to learn more about our diverse and dedicated team.

Founder and CEO

Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the...

Jason
President

Jason is a CERTIFIED FINANCIAL PLANNER™ professional, President of Financial Freedom Wealth Management Group. He is a...

Senior Director - People and Operations

As Senior Director of People & Operations, Jennifer is passionate about human resources and helping an organization...

Financial Advisor

As a Financial Advisor for Financial Freedom Wealth Management Group, Haley is dedicated to delivering top-tier service...

Client Relations Manager

Lou assists our team with day-to-day priorities and scheduling. She completed her Bachelor of Social Science at...

Operations Manager

Pati is affectionately known as “The Money Honey,” ensuring our client operations are processed efficiently and all...

Senior Business Operations Manager

Amy provides support and structure for new program development. She is passionate about ensuring that the company is...

Administrative Operations Lead

Gabby helps clients and wealth advisors in an administrative role. To best serve our clients and build strong...

Client Services Associate and Trading Assistant

Drew assists wealth advisors in delighting our clients. His past experience in the healthcare and customer service...

Client Services Associate

Ethan assists wealth advisors by working to delight clients. Ethan graduated from Willamette University with a major in...

Lead Client Services Associate

As our Client Services Lead, Allison streamlines company processes and mentors new hires ensuring exemplary service to...

Client Relations and Marketing Assistant

Angela provides support to clients, advisors, and staff in her role as Client Relations Assistant. She loves greeting...

Client Services Associate

Tina’s passion and professional background are in customer service. She enjoys working with diverse populations, solving...

Marketing and Social Media Coordinator

Taylor has spent a decade in the digital marketing world. She got her start at a content marketing agency churning out...

Business Operations Assistant

As a Business Operations Assistant, Alethea provides administrative care to clients and team members. She has an...

Executive Assistant

Christa contributes toward the efficiency of our Executive Team. In her role as an Executive Assistant, she also...

Client Services Associate

As a Client Services Associate, John thrives in assisting our clients and supporting the Financial Freedom team...

New Team Members

Quinn Smith

Client Services Associate

Quinn@financialfreedomwmg.com
458.777.4458