One of the most common business succession planning strategies for businesses with multiple owners is a buy/sell agreement. This agreement

Jenny, a Client Advisor, appreciates every opportunity to get to know her clients. She enjoys learning about their unique situations

Ann is the Managing Director of Investments at Freestone, an uncommon role for women in the industry. In this capacity

We’re honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State

Christine, a Client Advisor, has known she wanted a career in helping clients manage and understand their wealth since high

Stephanie found the financial services industry somewhat by accident. In college, she would have laughed if you told her she

In her senior year of college, Jenna realized a career in financial services was the perfect path for her. She

Amanda graduated from the University of California, Los Angeles with a degree in anthropology. Therefore, she was surprised to find

Jennifer is the Chief Financial Officer at Freestone but a career in financial services was never something she envisioned for

We are excited to announce that we are now accepting applications for the fourth-annual Freestone Future Leaders Scholarship! Since 2018,

Despite being one of the founding members of Freestone, Kim didn’t expect to find herself in the finance industry nearly

Charitably inclined individuals have multiple giving options available to them, but which method is best? The answer will depend on

The Qualified Small Business Stock (QSBS) tax exemption is a little-known perk that can potentially save substantial amounts in federal

Now more than ever, characterizing economic activity in the United States is challenging. COVID-19 remains a persistent threat, but the

When thinking about Estate Planning, the first thing that comes to mind for most people is creating a will. While