Jim Tewalt, CFP®, Founder
Jim, one of the owners of ESP (Estate Planning Solutions) Wealth Management, has over 40 years experience in the financial services industry as a Certified Financial Planner (CFP®), Registered Investment Advisor, life insurance agent, a licensed insurance agent and a Certified Legal Document Preparer (wills, trusts, quit claim deeds, LLC’s and corporations). Jim is a people-helper and a problem solver and has helped hundreds of families and business owners plan their financial future.
Jim has been married to Mary for 41 years and has 5 children. He is an active member at Pure Heart Christian Fellowship and a past-president of the Northwest Christian Business Networking Chapter. Jim is a Chaplain and enjoys softball.
Randy Huston, CFP®
Certified Financial Planner, Randy Huston, has a B.A. in Business Administration and a Master’s Degree in Social Science. His unique perspective in the Charitable Trust field stems from his background as a Planned Giving Officer, a co-owner of Yellowstone Trust Administration, Inc. and a CFP®. He teaches financial advisors how using charitable trusts can be an integral part of a clients’ financial plans.
Randy has over 30 years’ experience as a charitable tax specialist, supporting attorneys, CPA’s and financial advisors throughout the country with charitable trust-related information and administration services. He is frequently called upon by the professional advisory community to share his knowledge through client illustrations and speaking engagements. He and his brother, CPA Rob Huston, serve as administrators on approximately 500 charitable trusts nationwide. Check Randy’s credentials by going to his website www.yellowstoneta.co.