Freedom Wealth Management

Freedom Wealth Management A financial professional dedicated to providing comprehensive financial advice & services to support After a 24-year career in the U.S. www.finra.org.

As a Certified Financial Planner (CFP®), I believe it's important to understand our client’s lifetime goals. Knowing this can help determine suitable strategies for pursuing all your financial needs: wealth accumulation, preservation, and transfer. Marine Corps where I advanced from private to commanding officer, I began my career as a financial advisor in 2000 at PaineWebber and Co. which became

UBS Financial Services. I then joined Edward Jones in 2004 where I became a limited partner, accepting many voluntary leadership roles with the company while helping hundreds of clients and their families work towards their financial goals. I joined LPL Financial in 2017. I hold both a bachelor and master’s degrees in business administration. I have earned the CFP® and Accredited Asset Management Specialist (AAMS®) professional designations. The CFP® designation required an additional 18-month training program and a national certification exam. Less than 30% of US financial advisors hold the CFP® designation. *

My wife of over 30 years, Debbie, and I are active in church, have a daughter, Courtney, and I have a son, Ashedon. I've supported Shriner's Hospitals for years and served on the board of the Martin Luther King Jr. Family Outreach Center in Spokane for over a decade. I have served as a member of the citizen’s advisory board for Fire District 4 in Spokane County for many years. I am a member of the Financial Planning Association and life member of the Disabled American Veterans, Veterans of Foreign Wars, American Legion and the National Rifle Association. I believe meeting face to face builds strong relationships. We meet when and how it's convenient for you. With the advent of technology, we can even meet face to face using video conferencing. As you can see, my entire life has been focused on helping people. With the support of thousands of people at LPL Financial and their advanced technology, my goal is to provide the investments and services needed to help build a comprehensive financial assessment and plan that addresses your financial needs and goals.
*CFP Board of Standards

Securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org. Investment Advice offered through Freedom Wealth Management, a registered investment advisor and separate entity from LPL Financial. Freedom Wealth Management is not registered as a broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/15/2026

See how the markets performed in July 2026 and year-to-date.

08/14/2026

Yardeni Research President Edward Yardeni discusses inflation concerns, market optimism, a strong earnings season and personal retirement planning.

Hi, I hope you enjoy & benefit from this timely information.
08/14/2026

Hi, I hope you enjoy & benefit from this timely information.

IRS Migration Data show that taxpayers are moving from higher-tax states to lower-tax states.

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Find out how you might be able to keep more of your mutual fund profits.

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Social Security isn't going away. Even in a worst-case scenario, you're going to get some of your promised benefits.But just how much you'll get depends on what Congress accomplishes to fix Social Security's deteriorating finances. Recent ...

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Cut through the AI hype and fear — and learn the truth about what the technology can (and can't) do.

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The Treasury secretary wants the central bank to help by raising its $60 billion borrowing limit on an obscure lending program.

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The bond market is sending investors a clear warning: It's time to worry about inflation again.

Address

7307 N Division Street, Ste 305
Spokane, WA
99208

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+15093599788

Website

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