Coldstream Wealth Management | Meet the Team
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OUR TEAM

We work in dedicated teams to best serve our clients, so we only hire team players:

people who are the best and brightest at what they do but always put your success first.

 

Our five client service teams are organized by the first and last name of the team lead, as follows:

 

Team JC – Joe Cervantes, Rich Merrifield     Team EH – Elaine Heller     Team RR – Roger Reynolds

Team GP – George Pierce, Elaina Shemeta     Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee

OUR TEAM

We work in dedicated teams to best serve our clients, so we only hire team players:

people who are the best and brightest at what they do but always put your success first.

 

Our five client service teams are organized by the first and last name of the team lead, as follows:

 

Team JC – Joe Cervantes, Rich Merrifield  

  Team EH – Elaine Heller    

Team RR – Roger Reynolds

Team GP – George Pierce, Elaina Shemeta    

Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee

FILTER BY TEAM

  • All
  • Team EH
  • Team GP
  • Team JC
  • Team KF
  • Team RR
  • Investment Strategy Group
  • Management
  • Ascent Capital
  • Bellevue
  • Seattle

Interested in joining
the Coldstream team?