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 & 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 & Operations

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

Financial Advisor & Financial Coach

Schedule Appointment

As a Financial Advisor, Matt loves helping people plan for their long-term financial goals, with a...

Financial Advisor & Financial Coach

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

Financial Advisor & Financial Coach

Ethan is a Financial Advisor who is passionate about helping our clients pursue their financial goals. With a mind for...

Financial Advisor & Lead Client Services Associate

Allison Forman is a Financial Advisor and leads the Client Services Team at Financial Freedom Wealth Management Group...

Financial Advisor & Financial Coach

Quinn is a Financial Advisor & Coach who brings a life full of experiences centered around serving people and seeing...

Senior Business Operations Manager

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

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...

Marketing Manager

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

Administrative Operations Lead

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

Client Relations & Marketing Assistant

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

Client Services Associate & Trading Assistant

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

Client Services Associate

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

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...

Licensed Client Services Associate

As a LPL Registered Client Service Associate, John thrives in assisting our clients and supporting the Financial Freedom...

New Team Members

Jaron Bos

Client Services Associate

Jaron@financialfreedomwmg.com
458.777.4458

Jessica Beasley

Executive Assistant

Jessica@financialfreedomwmg.com
458.777.4458