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.

 

Donald F. | Branch Manager | Independent Wealth Connections

Donald F. Morgan AIF®,CPFA®

LPL Branch Manager / Accredited Investment Fiduciary ®

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

Donald Jr. | Client Associate | Independent Wealth Connections

Donald Morgan Jr.

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...

Violet | Office Manager | Independent Wealth Connections

Violet Morgan

Office Manager

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

Frances | Client Associate | Independent Wealth Connections

Frances Morgan MBA

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...

*Benjamin Dingwell

Head of Operations

Ben has worked in financial operations for over 8 years and has provided operational excellence on both the broker...