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
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
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
Office Manager

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

Senior Wealth Advisor

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

Ronald | Chartered Advisor | Independent Wealth Connections
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...

Frances | Client Associate | Independent Wealth Connections
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...

Kian | Financial Officer | Independent Wealth Connections
Chief Financial Officer

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

Karolina | Client Manager | Independent Wealth Connections
Client Relations Manager

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