Your Wealth Management Team

It is our pleasure to serve the Spokane Valley, WA community with their online investing needs, with all of the benefits of online investing plus the personal touch of a financial advisor you won't get with a robo advisor. We would love to help you with your wealth management goals, including student loan management.

 

LPL Branch Manager / Accredited Investment Fiduciary ®

Donald is a Financial Consultant with Independent Wealth Connections. He offers an extensive menu of investment planning...

LPL Registered Client Service Associate - Accredited Investment Fiduciary ®

Before entering the financial services industry, Don Jr. worked for five years as both a data analyst and account...

Office Manager

Violet Morgan is the operations and administrative manager for Independent Wealth Connections. She brings decades of...

Administrative Associate

Amanda began her career with LPL Financial in 2013. She served as Compliance and Office Manager for an RIA firm in...

Chartered Financial Consultant® Chartered Advisor for Senior Living®

My passion is wealth management. I oversee and coordinate the financial affairs of a select group of individuals...

Client Service Associate

Frances Morgan is a graduate of St. Dominic’s Catholic school in Post Falls, Idaho. She helps with all aspects of the...

Chief Financial Officer

Kian's financial services career spans over 15 years, including asset management, relationship management and business...

Client Relations Manager

Karolina is an Administrative Assistant helping to manage and support the operations of the business. She brings with...

Armand DeCesare is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who...