About Us

Our Philosophy

We have a responsibility to make sure that we treat each client with care, compassion, and dignity. We recognize that navigating financial concepts and products can be complex and that they are changing continually. We believe our purpose is to help our clients sort through this challenging landscape and make the best decisions to ensure their financial well-being.

Core Values

We uphold a fiduciary responsibility of always working on behalf of your best interest

We are transparent and committed to fully communicating with you to keep you informed.

We build and maintain relationships through trust and connection.

We strive to innovate and continually provide the best services through education, investment practices and up-to-date security.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Coming together is a beginning; keeping together is progress; working together is success. –
^{-Henry Ford.}

Meet The Team

Thomas ‘Chip’ Anderson, II CFP^®, CIMA^®, CKA^®

Bradley R. Peterson, CLU^®, RICP^®, CLTC^®, LLIF

Paige Asplin

Maly Anderson

Our Back-Office Team

Michael McClary, MBA

Chief Investment Officer

Tyler Denholm, CFA^®

Vice President, Investment Management

Chris Finefrock, MBA, CFP^®

Senior Vice President, Financial Planning and Investments

Chris Bottaro, MBA

Senior Vice President, Insurance Services

Our Strategic Partners

Freedom Financial Plannning LLC, is a Member Firm of Valmark Financial Group, a 60+ year old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $60 billion of life insurance in force and an estimated $8 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM

Freedom Financial Planning LLC is proud to offer access to our boutique wealth management team at Trove Private Wealth. Trove provides private client services to a special clientele of business owners, farmers, and other successful families nationwide. Trove’s LifePrint™ Planning Process is their comprehensive financial planning approach designed to create clarity and confidence within often complex family wealth scenarios. Trove helps individuals and families to better manage their various risks and opportunities, minimize taxes of all kinds, provide for important family and charitable legacy objectives, and ultimately empowers those they serve to do more that matters to them. Trove is a word that dates to the 12th century and it means treasure found. Ultimately, the team at Trove Private Wealth™ helps our clients to better discover and do what their hearts desire most.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.