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...

Jennifer | Director | Financial Freedom Wealth Management
Director - People and Operations

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

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 a Client Services Associate, Allison assists clients and wealth advisors in an administrative role. She uses her...

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

Haley assistsour team in an administrative role as a Client Services Associate. Her past experience with tax law and...

Client Services Associate

Ariana is aClient Services Associate and assists Wealth Advisors in delighting our clients. Her experience in the...

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...

New Team Members

Christa Carlson

Executive Assistant

christa@financialfreedomwmg.com
971.599.5142 

Alethea Burn

Business Operations Assistant

alethea@financialfreedomwmg.com
971.599.5142