You’ve Earned Your Retirement Dream

Now Live It

At Freedom Private Wealth, we recognize the hard work and sacrifice that go into creating your retirement dream. Our team of committed financial experts is ready to help you start living it.

Our Plan
hiker on mountain
Your Terms


The consistent income that’s necessary to live your dreams with confidence.    


An investment strategy that helps address risk tolerance, portfolio fees, volatility and more.   

Health Care

A plan to help cover you in the event of
a health care need—big or small.   


A forward-thinking tax strategy to help you keep more of your hard-earned assets.  


A tailored strategy to help protect and fulfill your long-term legacy vision. 

Our Process

Whether you’re nearing retirement or decades into your golden years, our Freedom Effect planning process is designed to help live your dream retirement on your terms.

Step 1: Explore

Step 2: Expand

Step 3: Experience

Meet the team

Learn more about the team of experienced financial experts standing by to help you live the dream retirement you’ve earned.

Matt Rowley


Daveda Phillips

Chief Operating Officer

Brady Howard

Senior Producer

Samantha Henretty

Director of Client Services

Jalen Galvanoni-Peatry


Zoey Chandler

Director of Marketing

Sara Cannon

Director of First Impressions

Sayward Rowley

Creative Solutions Manager

Experience Life On Your Terms

Schedule a Meeting

Book a meeting and see how we can help you experience your dream retirement.