Things to consider
-
Insights
What I learned about Wealth Management from the NICU Part 2
A great Advisor will lead with purpose and focus on the client's "why". In doing so, they can deliver what truly matters most to their clients....
-
Insights
What I learned about Wealth Management from the NICU Part 1
What truly matters more than personal connection?...
-
Insights
Women's History Month series: Kim Hansen
Despite being one of the founding members of Freestone, Kim didn't expect to find herself in the finance industry nearly 30 years ago....
-
Insights
Women's History Month series: Maria Siwek-Fernald
Unlike many of her colleagues, Maria discovered her interest in the financial industry as a child. Her older brother had a passion for investing and......
-
Insights
Women's History Month series: Jenny Doherty
Jenny, a Client Advisor, appreciates every opportunity to get to know her clients....
-
Insights
Women's History Month series: Jennifer Moreland
Jennifer is the Chief Financial Officer at Freestone but a career in financial services was never something she envisioned for herself....
-
Insights
Women's History Month Series: Ann Gookin
Ann is the Managing Director of Investments at Freestone, an uncommon role for women in the industry....
-
Insights
My 5 Favorite WFH Productivity Hacks
The COVID tragedy has forced a work from home experiment on many of us fortunate enough to be able to work from home....
-
Insights
Barron's Recognizes Freestone as Top Financial Advisor in Washington State
We're honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State by Barron's...
Ready to get started? Contact a Client Advisor
Subscribe to our newsletter.
Sign up to receive our latest news sent to your inbox.