Henry LeMaster, CFP®

(Pronouns: he/him/his)

As a Wealth Management Associate, Henry aids clients with time sensitive tasks and processes client-directed requests. Henry makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Henry is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.

Henry attended the University of Washington and graduated with a bachelor’s degree in economics and political science. Prior to joining Coldstream, he worked for Ameriprise Financial in their Bellevue Office as a Client Service Associate. Henry holds his FINRA Series 66 license and his interest in investment management and aptitude for continuous learning has made him a perfect fit within our Coldstream team. He looks forward to working closely with the clients we serve.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

My ski equipment, as it serves as a reminder of good memories with friends and family.

ONE PIECE OF ADVICE

Embrace change! It is one of the few constants in life. Don’t place a limit on yourself by returning to the safety of old habits.

HOBBIES

In my free time, I enjoy skiing at Crystal Mountain and other resorts in the PNW. I also love spending time on Lake Washington during the summer months and attending Husky football games in the fall.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.