Welcome to Freedom Financial

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

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Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*

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What should I expect?

A different approach — one that begins with you and the life you want to lead. We won’t pretend to know what’s right for you without really getting to know you and the way you want your life to look. We won’t give you a one-and-done plan or a one-size-fits-all investment solution. We will get to know you. We will help you answer the most important question, “Can I live the life I want?” by integrating your life plan with your finances to bridge the gap between your ideal life and the life you can afford.

Our approach:

  • Is driven by research and facilitated by trained advisers
  • Gives you a clear framework for deciding what’s right for you
  • Delivers dynamic plans and individualized investment portfolios
  • Incorporates collaborative, engaging and easy digital tools

Our Process

1

Clarity


What do I want my life to be like?

Financial Life Management helps you consider your entire life — and define what you want your money to do for you.

2

Confidence


Will I have the resources I need?

Develop a plan and put your money into action with Financial Planning and Investment Management.

3

Control


Am I prepared for life’s surprises?

Our Guidebook and GuideCenter give you complete insight into total control over your financial life, so you can adjust to the inevitable changes.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Trever T. Christian
Partner
John S. Schwalbach
Partner
Christopher T. Johnson
Managing Director
Courtney A. Lashomb
Independent Wealth Manager
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Trever T. Christian , CRPS ®, AIF ®, PPC

Partner

trever@ffpforme.com

Trever Christian is one of the team’s co-founders, Financial Planners, and Retirement Plan Consultants. He creates custom financial strategies for business owners, executives, professionals, and retirees. He also works with small to mid-size companies developing 401k plans to best fit the needs of both the company and the participants. Trever brings more than 24 years of diverse experience in the financial services industry to Freedom Financial Partners.  

He combines his talent for helping clients organize their financial life and shifting focus to the long term with his strengths in communication and listening to create effective financial plans. These same talents and strengths combined with his extensive investments background allow Trever to craft 401k plans that are uniquely suited to each company’s needs. Trever’s depth of knowledge in investments is one of the building blocks of Freedom Financial Partners. 

Trever volunteers time helping at his children’s schools. He is also a shooting sports enthusiast and dedicates time to fundraising efforts to promote youth shooting sports. 

He lives with his family in Woodbury, MN. He likes to spend time outside and can be found on the soccer field or hockey rink with his kids, fishing, hiking or cruising around town in his classic 1970 Chevelle. 

Trever graduated from Minnesota State University Mankato with a Bachelor’s degree in finance/insurance/real estate and is a member of the Financial Planning Association. He is a Chartered Retirement Plan Specialist, Accredited Investment Fiduciary®, and Professional Plan Consultant and has life/health/accident insurance licenses.  

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John S. Schwalbach , CFP ®, CLU, AIF ®

Partner

john@ffpforme.com

John Schwalbach is one of the team’s co-founders and Financial Planners. He creates custom financial plans for business owners and families that are tailored to their needs. Prior to co-founding Freedom Financial Partners in 2013 John spent nine years as an advisor at two other firms in the Twin Cities. 

He made a career transition in 2002 to financial services from a technology company. He made the decision to become a financial advisor and discovered that he loves helping people find out what they value most and  then make smart, long-term decisions about money that are in alignment with those values. John’s passion for values based financial planning is one of the building blocks of Freedom Financial Partners. 

He indulges his love of coaching as a volunteer basketball coach for the Hudson Basketball Association.  John is also on the Board of Directors for Trinity Church and Trinity Academy in Hudson, WI. 

He lives in Hudson, WI with his wife Kerry and their two sons and one daughter. When he isn’t spending time with his family, he likes to read and play an occasional round of golf. 

John graduated summa cum laude from St. John’s University and is a member of the Financial Planning Association and the Financial Services Institute. He is a CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary® and has obtained his life/health/accident insurance licenses.  


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Christopher T. Johnson , AIF®

Managing Director

chris@ffpforme.com

Chris Johnson is the team’s Managing Director and a Retirement Plan Consultant. As managing director he oversees all day-to-day operations and functions for the business and ensures the team has the tools necessary to serve clients.   He also assists with the team’s 401k plans to provide participant education and plan support to the trustees.

Prior to joining Freedom Financial in 2013, Chris was the Chief Operations & Compliance Officer of a large Registered Investment Advisor and Broker/Dealer in Minneapolis. He uses more than 28 years of broad industry experience and business management to build and maintain the team’s operating infrastructure. This allows them to provide an exceptional client experience while being on the cutting edge of the industry. Chris applies many of the skills he has learned in operations to provide exceptional education and service to 401k plan participants and to help them understand what retirement means to them.

Chris’ passion for helping others radiates through his volunteer efforts.  He is actively involved with Habitat for Humanity, Feed My Starving Children and many other service programs embraced by his church.

He lives in Woodbury, MN with his wife Nicole, and their two kids. Chris spends much of his extra time with his wife, watching hockey, working on home improvement projects, playing tennis, attending gigs for his son’s band, and going to his daughter’s choir performances.

Chris has a master’s certificate in Six Sigma from Villanova University. 

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Courtney A. Lashomb

Independent Wealth Manager

courtney@ffpforme.com

I utilize my degree in global studies and certification in behavioral finance to help clients answer the question “Am I Okay?” Our business uses the best behavioral finance tools available to help clients achieve their One Best Financial Life ®. Some of these tools include:

-Money Mind ® Analyzer
-Honest Conversations ®
-Priority Action List and Action Items
-eMoney Planning Software


Would you like to live richly now, or die never having lived? Please call today to schedule an appointment with me and we can discuss your situation.
 

On the personal side:   

I spent the first 6 years after college working with kids of all ages as a preschool teacher and recreational gymnastics coach while my husband, Joel, served in the U.S. Navy. After separating from military service in 2011, we moved back to Minnesota where I sought a career niche that would leverage my unique background and desire to help people achieve their life’s goals and dreams.

I am also a trainer with Project Communication. Part of this organization’s mission is to build military and veteran family resiliency to withstand the stress and constant change associated with military life.

Investment advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), a registered investment adviser, United Capital and Freedom Financial are separate and unrelated companies. All names, logos, and slogans identifying United Capital and United Capital’s products and services including, without limitation, Honest Conversations®, MoneyMind®, FinLife®, FlexScore®, Financial Control Scorecard®, One Best Financial Life®, are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

Start the conversation

6701 Upper Afton Road, Suite 101
Woodbury, MN 55125
(651) 797-3532

Fax: 651.797.3509
Email: info@ffpforme.com

*Award not indicative of investment performance.