Our people are our greatest asset.
The strength of Freestone lies with our employees. Our Client Advisors and senior investment team average over 20 years of experience and many of them hold advanced degrees or certifications.
-
Amanda Brueggeman
Client Advisor
Email Amanda -
Andrew Erisman CIMA®
Client Advisor / Firm Management
Email Andrew -
Ann Gookin
Investment Management / Firm Management
Email Ann -
Bob Mellon CPWA®
Client Advisor
Email Bob -
Bobby Gentry CFP®
Client Advisor
Email Bobby -
Bruce Edwards
Client Advisor
Email Bruce -
Bruce Milam CPA
Firm Management
Email Bruce -
Christine Opp CFA®, CFP®
Client Advisor
Email Christine -
Christopher Odem CIMA®
Client Advisor
Email Christopher -
Cindy Zhou
Wealth Strategist
Email Cindy -
Cole Walton
Client Advisor
Email Cole -
Erik Morgan
Client Advisor / Firm Management / Investment Management
Email Erik -
Gary Furukawa
Client Advisor / Investment Management / Firm Management
Email Gary -
Jason Mann CAIA®
Investment Management
Email Jason -
Jenna Brazile CFP®
Client Advisor
Email Jenna -
Jennifer Moreland CPA
Firm Management
Email Jennifer -
Jenny Doherty CFP®
Client Advisor
Email Jenny -
Joe Jraitiny
Business Development and Client Advisor
Email Joe -
John McNertney, CFP®
Client Advisor
Email John -
Kathlyne Kiaie
Managing Director
Email Kathlyne -
Kimberlee Hansen
Client Advisor
Email Kimberlee -
Matt Abrams CFP®
Client Advisor
Email Matt -
Matt Tigert CIMA®
Firm Management
Email Matt -
Michael Allard
Client Advisor
Email Michael -
Michael Schneider
Investment Management
Email Michael -
Ned Doubleday CPWA®
Client Advisor
Email Ned -
Nick Bucklin, CFA®
Business Development and Client Advisor
Email Nick -
Nick Cicero CAIA®
Investment Management
Email Nick -
Pete Forras AWMA®
Client Advisor
Email Pete -
Peter Wicklund CFA®, CFP®
Client Advisor
Email Peter -
Riley Barr CFP®
Client Advisor
Email Riley -
Robb Carter CFA®
Client Advisor
Email Robb -
Robert Downer CFA®
Investment Management
Email Robert -
Ross Rubinstein CFP®
Client Advisor
Email Ross -
Samuel Pun
Client Advisor
Email Samuel -
Scott Akins
Firm Management
Email Scott -
Stephanie d'Ippolito CFP®
Managing Director of Financial Planning
Email Stephanie -
Trevor Sharp CIMA®
Client Advisor
Email Trevor
Subscribe to our blog.
Sign up to receive our latest news sent to your inbox.