Our Story

 
Freestate Advisors Team

Freestate Advisors was founded in 2008 by Tom Halvorson and Brett Conley. Their extensive experience in corporate finance provided an understanding of the business cycle and its relationship with investment risk. In a quest to achieve better investment outcomes, they developed a unique management approach to protect from catastrophic losses when recession risk was higher due to the business cycle. Michael Thomas joined Freestate as a wealth advisor in 2017 based on a shared philosophy of managing market risk. Michael served both individuals and retirement plans. His personalized client service approach aligned well with our vision of long-term relationships with clients.

Nathan Haskins and Melinda Parks

Nathan and Melinda joined the firm to provide a succession solution for the founders, running the business for several years before becoming owners in 2019. We continue to utilize the investment research and advanced analytics of the founders while incorporating financial planning along with personalized client service. We believe that understanding the unique situation of each client and doing the right thing for people leads to the best outcome for both clients and Freestate.

 

“Doing the right thing is always the right thing.”

— David Cottrell

 

Our Team