Our Most Valuable Asset? Our People!

Freestone is committed to making a difference in the lives of our clients and our team. Learn more about how we help our people focus on #whattrulymatters.

The Culture Driving Our Success

At Freestone, we take pride in our distinctive culture—one that integrates expertise, dedication, and an unwavering commitment to doing what’s right. Our culture strikes a rare balance: warm and approachable yet undeniably competent and professional.

We are driven and collaborative. We care for our clients, our communities, and one another. While we take our work seriously, we maintain humility and perspective.

If you value excellence without ego and aspire to join a thoughtful, high-performing team, let’s explore working together.

At Freestone, We’re Serious About Our Values

We are dedicated to delivering exceptional results by staying fully invested in our clients' success. Through teamwork and a constant pursuit of innovation, we strive to evolve, adapt, and exceed expectations in everything we do.

  • Commitment

    We bring passion, integrity, and energy to everything we do.

  • Collaboration

    Working together makes us stronger, smarter, and more innovative.

  • Continuous Improvement

    We’re all about growth—both for our clients and ourselves.

Join Our Team

Working At Freestone Is More Than A Paycheck

It’s about ownership, purpose, and community. As a 100% employee-owned firm, your work directly contributes to shared success. Our culture prioritizes collaboration, growth, and authenticity, supported by generous benefits like 401(k) matching, profit-sharing, and paid volunteer time.

    • Competitive compensation
    • Robust 401(k) match
    • Generous employee and client referral bonuses
    • Access to pre-tax transportation benefits
    • In-house financial advisory services
    • Profit sharing
    • Company-wide and regional meetings and celebrations
    • Hybrid work schedule
    • “Summer Fridays” and holiday hours
    • Awesome colleagues
    • Annual cornhole tournament
    • Charitable giving through the Freestone Foundation
    • Firm-organized volunteer opportunities
    • Paid volunteer time
    • 90% of Medical, Dental and Vision premiums covered for employees
    • Freestone-covered life, AD&D, short- and long-term disability, and care coverages
    • Generous PTO
    • 10 paid holidays
    • Employee Assistance Services
    • HSA & FSA
    • Parental leave
    • Company-wide, role-specific, and personal development learning opportunities
    • Real-time, regular feedback
    • Career pathing and career development conversations
    • Beautiful office views
    • Meal perks
    • Longevity awards
    • Company celebrations and events
    • Swag store

For Advisors: Long Term Growth for You and Your Clients Starts Here

Freestone For Advisors

What Truly Matters: The Employee Perspective

Amanda Brueggeman

Managing Director Client Service

Amanda Brugemann
“We don’t just hire for a role—we invest in a career. Our client service associates have a clear, supported path to grow into service, advisory, or operations roles that match their strengths and ambitions.”

George Chang

Managing Director General Counsel

George Chang
“What sets our culture apart is our commitment to collaboration, rooted in respect and camaraderie. We take our responsibilities to clients seriously and thrive on challenging, meaningful work—but we also value time together, fostering an environment filled with social events, volunteering, and genuine connection.”

Adepa Owusu-Bio

Associate Client Service

“No day plays out exactly the same, and that unpredictability is what makes it interesting! We’re always exchanging ideas, learning, and stepping in to help one another. It’s about teamwork, not just tackling personal to-do lists.”

Sean Carr

Managing Director Investments

Sean Carr
“Since beginning my career at Freestone, my mentors have continually invested in my personal and professional growth. The firm has empowered me to take risks and pursue opportunities I never imagined, leading to immense growth and meaningful contribution. I’m truly grateful.”

Don't Just Take Our Word For It

 

 

 

 

All awards and rankings were issued in 2024 by independent providers unaffiliated with Freestone and were evaluated based on each provider’s proprietary methodology and data obtained for the following periods of time: 12/31/2023 (Barrons, FA Magazine, Puget Sound Business Journal, Worth and ThinkAdvisor), 3/31/2024 (Forbes), and 2/13/2024-8/30/2024 (Five Star Professional). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials. For additional information, please refer to https://www.freestonecapital.com/disclosures/.