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...

David Archibald CFA®

Senior Wealth Advisor

David E. Archibald, CFA® has more than 40 years of experience advising corporate, institutional and HNW clients. He has...

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...

Rusty Handler

Vice President | CFO Solutions

Professional background

Rusty Handler is an LPL employee and is part of the CFO Solutions program that supports multiple...

Rachel Melgard

Marketing Director

Rachel brings over 15 years of specialized administrative experience supporting financial and wealth management...

*Benjamin Dingwell

Head of Operations

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

Additional Support

Portfolio Management & Consulting

Additional Support at Independent Wealth Connections, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most—serving you, our valued clients.

Chris McLeod AIF®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

Chris is a senior consultant of independent portfolio management and consulting at Mariner. As a member of the portfolio...

Jeremy Olen CFA®

National Managing Director, Mariner

Jeremy is a national managing director at Mariner and leads the firm’s independent portfolio management and consulting...

John Lischer CAIA, CIMA®

Senior Consultant, Independent Portfolio Management and Consulting , Mariner

John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a...

Tim Baumert

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team-centered approach...