FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP - Key Persons
Job Titles:
- Business Operations Assistant
As a Business Operations Assistant, Alethea provides administrative care to clients and team members. She has an extensive and varied background in customer service and enjoys working diligently to help others feel supported and valued. Alethea is a native Idahoan but has called the coast of Oregon home for over three decades. When not at work, she enjoys spending time with family, riding her horse, and cooking.
Job Titles:
- Clients and Wealth Advisors
- Lead Client Services Associat
- Lead Client Services Associate
As a Client Services Associate, Allison assists clients and wealth advisors in an administrative role. She uses her experience in customer service to connect with clients and serve their needs. Allison has found that often the most unexpected connections can become the most rewarding and treasured. Allison graduated with a Bachelor of Arts in Communications Studies from Western Oregon University (Go Wolves!). If she's not out hiking with her dog Hank, she is probably in the kitchen trying a new recipe or heading over to Central Oregon to visit the family farm.
Job Titles:
- Senior Business Operations Manager
Amy provides support and structure for new program development. She is passionate about ensuring that the company is offering clients the best services and education. Amy's expertise is the result of her having more than 25 years of management and banking experience. She has a diverse range of knowledge in financial procedures and practices. Amy, an Oregon native, currently resides on the Oregon coast. She has three grown children who serve as her constant inspiration.
Job Titles:
- Client Services Associate and Trading Assistant
- Wealth Advisors
Drew assists wealth advisors in delighting our clients. His past experience in the healthcare and customer service industries has given him the knowledge and tools to help execute his passion for taking care of people. When not at work, you can find Drew at the piano composing and singing his latest music creation, attending sporting events, or camping in the beautiful Pacific Northwest.
Job Titles:
- Client Relations and Marketing Assistant
Angela provides support to clients, advisors, and staff in her role as Client Relations Assistant. She loves greeting and assisting clients from all walks of life and is an empathetic support agent. Her educational background and passion are in digital communications. She has a creative, hard-working approach, and she is inspired to find solutions to complex challenges. Before joining the team, she spent 18 years working in administrative positions for a national organization. She grew up in the Midwest but found her home in Oregon. Outside of the office, she likes reading, spending time with family, traveling, and learning new things. She volunteers in her community and loves cuddling with her two dogs.
Christa contributes toward the efficiency of our Executive Team. In her role as an Executive Assistant, she also provides support to our clients and team members. With her background in banking and administrative roles, she brings knowledge and care to our company. Christa is an Oregon native who loves rooting for her favorite sports teams (Go Beavs!), kayaking, spending time with her fur babies, and playing card games with her fiancé.
Job Titles:
- Director of Investments and Financial Advisor
Job Titles:
- Client Services Associate
- Wealth Advisors
Ethan assists wealth advisors by working to delight clients. Ethan graduated from Willamette University with a major in Environmental Science and a minor in Economics. When he is not at work, you can find Ethan at the baseball field playing for Willamette University. Ethan is a self-proclaimed foodie, always finding new ways to make his stomach happy. He also enjoys hiking the Pacific Northwest with his beautiful fiancée Martina.
Job Titles:
- Administrative Operations Lead
As a Financial Advisor for Financial Freedom Wealth Management Group, Haley is dedicated to delivering top-tier service, empowering clients to pursue and achieve their financial aspirations. With a background in tax law and accounting, Haley approaches financial planning with a strategic mindset.
Haley received a Bachelor of Science in Accounting from Utah Tech University. During this time, she developed a passion for helping others through their financial journey. When she is not working, she is exploring the Oregon Coast and spending time with her Fiancé and their fur family.
Haley is an Investment Advisor Representative and Registered Representative with LPL Financial. She has her Series 7 and 66 Securities registrations held with LPL Financial as well as her state Life and Health Insurance licenses.
Job Titles:
- Investment Advisor
- Representative
- CERTIFIED FINANCIAL PLANNER
Jason is a CERTIFIED FINANCIAL PLANNER™ professional, President of Financial Freedom Wealth Management Group. He is a graduate of Oregon State University and received his MBA in Finance from Walden University.
Jason has substantial experience in financial systems and money management. This extensive experience empowers Jason to be able to quickly understand and work with many of today's challenges within the financial industry.
Jason plays an active role in his community at the Chamber of Commerce and his church. He also serves on various Boards of Directors and finance committees. In his leisure time he enjoys being with his wonderful wife and their three children.
Jason is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7, 66, and 24 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.
Job Titles:
- Senior Director - People and Operations
As Senior Director of People & Operations, Jennifer is passionate about human resources and helping an organization shine. She holds a PhD from Oregon State University, an MBA from Webster University, and a B.S. from George Mason University.
Jennifer has multiple certifications in her field such as the Society for Human Resource Management (SHRM) and the Association for Talent Development (ATD). She plays an active role in her community and serves on the boards of a state-wide organization and a K-12 school in Salem, Oregon. She has lived in the area since 1995 with her husband and two children. In her spare time, you will find her attending baseball games, traveling, exercising, and enjoying the many surprises Oregon has to offer.
Job Titles:
- Client Services Associate
As a Client Services Associate, John thrives in assisting our clients and supporting the Financial Freedom team. Originally from a small island in the Pacific known as Saipan, John gained extensive experience in the hospitality and tourism industry. This provided him with opportunities to interact with and assist people from all around the world. John received his Bachelor's degree in Psychology from Western Oregon University and looks for ways he can better delight and serve our clients on the journey toward their financial goals.
Job Titles:
- CEO
- Founder
- Investment Advisor
- Representative
Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.
Julia has been identified as an InvestmentNews 2020 Women to Watch honoree 1. She was also recognized as one of Forbes' 2018-2022 Top Women Wealth Advisors 2 as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research 3. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and Vice President for the Pacific Communities Health District Foundation Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.
Julia has been interviewed by Barron's, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.
Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.
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...
Job Titles:
- Client Services Associate
Job Titles:
- Investment Advisor
- Representative
Sammie is an Investment Advisor Representative and Registered Representative with LPL Financial. She has her Series 7 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.
Job Titles:
- 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 articles, crafting newsletters, and providing live media coverage for events. Then, she dove into a role at a full-service production studio where she got to lead online content marketing and media-photography and video-projects. Finally, she took all the skills she learned and pivoted her work to freelancing, focusing mostly on food and travel brands.
Now, called by the mission to help people achieve financial independence, she joins Financial Freedom Wealth Management Group as the Marketing and Social Media Coordinator.
She's a graduate of LSU University with a Bachelor of Science in Psychology. Her passion lies in using online tools to connect, engage, educate, illuminate, and inspire.
When she's not working, you can find her trail running, working on her next novel, or eating sushi with her husband.
Job Titles:
- Client Services Associate
Tina's passion and professional background are in customer service. She enjoys working with diverse populations, solving problems, and helping people work toward their financial goals. On our team, Tina helps support clients and Financial Advisors in a dynamic administrative role.
Originally from Germany, she has been living in the United States for almost 25 years. In her free time, she can be found exploring the trails on the Oregon coast, working on art projects, or reading a good book.