Our Team

 

Trever T. Christian, CRPS®, AIF®

Chartered Retirement Plans Specialist, Accredited Investment Fiduciary®

Partner

Office:  651-797-3532, Ext. 101

Cell:     612-210-6877

trever@ffpforme.com

 

Trever Christian, a co-founder of Freedom Financial Partners, LLC, is a Chartered Retirement Plans Specialist (CRPS®), an Accredited Investment Fiduciary® (AIF®) and has over 20 years experience in the financial services industry. He has obtained his Series 7, 63, 4, 53, 24, 55 and 66 registrations and is licensed for life/health/accident insurance.

While helping his clients plan their financial strategies, Trever researches a vast array of investment products in an effort to find the most appropriate fit.  His goal is to choose products with low management fees, competitive performance and strong management.   

Trever graduated from Minnesota State University Mankato with a Bachelor’s degree in finance/insurance/real estate.  He is an active member of the Woodbury Chamber of Commerce and the Financial Planning Association (FPA). Trever lives in Woodbury with his wife Jennifer and two kids, and his hobbies include fishing, hunting, classic cars, playing guitar, trap shooting and home renovation.

  

 

John S. Schwalbach, CLU, CFP®

CERTIFIED FINANCIAL PLANNER™

Partner

Office: 651-797-3532, Ext. 102

Cell:    651-260-0050

john@ffpforme.com

 

 

John Schwalbach, a co-founder of Freedom Financial Partners, LLC, has more than 10 years of experience in the financial services industry. John is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter (CLU), and has obtained his Series 7 and 63 registrations as well as life/health/accident insurance licenses.

Using a consultative process that makes each client's goals and values the cornerstone of their financial plan, John creates custom plans that are tailored to his client's needs. John takes great pride in making the financial planning process not only highly personalized, but also interactive, educational and fun.

John graduated summa cum laude from St. John’s University and is a member of the Financial Planning Association (FPA), Society of FInancial Services Professionals (SFSP) and the Million Dollar Roundtable (MDRT). In his free time, John enjoys coaching baseball and basketball and is an active volunteer at his Church.  John and his wife Kerry live in Hudson, WI along with their two sons Sam and Will.

 

 

Christopher T. Johnson

Managing Director

Office:  651-797-3532, Ext. 103

Cell:     612-817-7767

chris@ffpforme.com

 

 

 

Chris Johnson is the Managing Director of Freedom Financial Partners, LLC and is responsible for overseeing the day-to-day operations of the firm.  He has over 25 years of experience in the financial services industry and has obtained his Series 7, 24, 53, 63 and 66 registrations.

His broad industry knowledge and business management skills have come from his roles in overseeing the operations, technology, compliance and finances of various financial services organizations within the Twin Cities.  Prior to joining Freedom Financial Partners, Chris was the Chief Operations Officer and Chief Compliance Officer of a large Registered Investment Advisor and Broker/Dealer.  Areas of expertise include operational efficiency, technology deployment and implementation, integration of business processes, trading, account setup and servicing, account transfers, project management, oversight of staff and more.

Chris has a master certificate in Six Sigma from Villanova University.  He lives in Woodbury with his wife Nicole, two kids Collin and Sydney, and dog Marley.  In his free time he enjoys listening to music, playing tennis, home improvement projects, attending his daughter’s softball games, managing his son’s band and watching sports with his wife.

 

 

Lana S. Rawson

Executive Assistant/Paraplanner

Office: 651-797-3532, Ext. 104

Cell:    715-222-0622

Lana@ffpforme.com

 

 

Lana is an executive assistant, paraplanner and integral part of the management team at Freedom Financial Partners, LLC.  She has over 27 years of experience in the areas of financial services and office administration and has her life/health/accident insurance licenses. Prior to joining Freedom Financial Partners, Lana served as a legal and financial assistant for a local law firm, where she provided accounting and tax support services.  She also served as a client services coordinator for another financial services firm. 

Prior to working in the financial services industry, Lana was a municipal clerk and treasurer for the Village of North Hudson, where she was responsible for budgeting, accounts receivable/payable, preparing financial statements and property tax collection.  She also worked as an office manager for a local accounting firm, where she managed the financial records and statements for the firm.

Lana lives in Prescott, WI with her husband Pete and two of their four children.  In her spare time, Lana enjoys cruising in the 1978 Trans Am that Pete rebuilt, attending activities for her kids and exercising.  Her family is a strong supporter of the U.S. Military as their two oldest children are Army Veterans (one is currently serving as an Active Duty Soldier).