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In Coldstream Happenings

We’d like to thank all our clients and friends of the firm who attended our Holiday Party on December 5^th, between the music, food, drinks and great people attending, a good time was had by all. We would particularly like to thank those Coldstream team members who worked tirelessly behind the scenes to make the event seamless for those who attended.

Picture of Santa's helpers December 2013 In the season for giving, Coldstream adopted two families through the auspices of Bellevue Lifespring for the holidays. Through the generosity of our team members, we not only filled the families’ wish lists, but we were able to provide each family with a gift card for groceries and one for other necessities. We are thankful for our own good fortune, and felt a lot of goodwill and joy when the gifts were taken to Lifespring.

In lieu of holiday gifts this year, Coldstream will contribute to three charities, as voted on by our clients. The three recipients are:

Eastside Baby Corner – Providing the basic necessities that every child needs.
Pasado’s Safe Haven – Animal Protection Organization
Fred Hutchinson – Leader in research to prevent, detect and treat cancer.

One of Coldstream’s Core Values is to have a Thirst for Learning. Join us in congratulating our team members who have exemplified this Core Value:

Darren Ritchie for achieving the Chartered Alternative Investment Analyst (CAIA) designation, demonstrating his mastery of a broad array of alternative investments

Joe Cervantes for earning his Chartered Life Underwriter (CLU), the highest level designation available in the life insurance profession

Kevin Coffland for earning the Chartered Financial Analyst (CFA) designation, bridging investment theory, and ethical and professional standards to investment analysis and portfolio management

Liz Mc Queen for achieving the Chartered Retirement Planning Counselor (CRPC), a course of study encompassing pre-and post-retirement needs, through the College of Financial Planning

Rich Merrifield for becoming an Accredited Investment Fiduciary (AIF), a designation that represents a thorough knowledge of and ability to apply the fiduciary Best Practices

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April 24, 2026

Coldstream’s Bike to Work Month

This May, Coldstream will launch its fifth annual “Bike to Work Month,” marking its 17th year for some of our team members. This is no ordinary bicycle challenge: our Bike to Work Month is inclusive of all physical activities, inspiring Coldstreamers to move in whatever ways bring the most joy. We host a wide variety [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 13, 2026

Celebrating Coldstream’s 30th Anniversary!

Coldstream got its start in 1996, the same year the Nintendo 64 hit shelves. Hotmail, one of the first web-based email services was launched that year, as was the Palm Pilot. DVDs were introduced in 1996 and Dolly the Sheep became the first mammal to be cloned. “Independence Day” was the top-grossing film, and the [...]

February 5, 2026

Coldstream Continues Expansion with New Office in Bend, Oregon

We’re happy to announce that we have opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families [...]

January 10, 2014