If you are working in the Charitable Giving marketplace or if you happen to "fall into" a situation where you need expertise or trust administration, I cannot think of two more qualified guys than Randy and Rob Huston at Yellowstone Trust Administration, Inc. You will be glad you have them on your team.

As brothers, they enjoy a unique bond of trust and are able to rely on each other's strengths to provide outstanding service to clients and prospects.

Randy, a CFP, the marketing expert, is educated and "street wise" in the charitable arena. He knows what it takes to put transactions together and when to draw on the expertise of other professionals. He is proactive. He provides accurate, easy to assimilate information that will help you or your clients quickly reach an informed decision.

Rob, a CPA, the "details" guy, handles the day to day accounting and tax work flawlessly.

A few years ago, Yellowstone helped me put together a charitable remainder trust for my best client. Randy met with me and the director of the local symphony to present the proposal, which was happily accepted. Then he worked "behind the scenes" to get all of the necessary paperwork in place to complete the transaction. Since then, the accounting and tax work has been timely and accurate and the client is pleased. In fact, she was just named as an honorary symphony board member where her enthusiasm and presence in the community is expected to help the symphony reach new financial goals.

I am happy to recommend Yellowstone Trust Administration, Inc. because I know, from personal experience, that you and your clients will benefit from their expertise and services.

Sincerely,

James L. Tewalt, CFP
Glendale, AZ