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As Chief Wealth Strategist and Relationship Manager, Anne Marie is responsible for setting firm-wide communication standards to ensure the families we serve have a positive overall client experience. She is highly involved with integrating initial financial planning with investment strategy, as well as facilitating discussions with trusted partners in areas of risk management. As major policy changes occur, she quickly jumps into action to provide perspective and resources to clients.
Prior to joining Coldstream, Anne Marie co-founded Paracle Advisors in 2004 with two like-minded colleagues because they believed the traditional brokerage models largely underserved investors. The firm was founded on the belief that advisors can and should bring more to the families they serve beyond just investment advice. In 2021, Paracle joined forces with Coldstream and today she brings that same mentality. As a Relationship Manager, she strives to deliver a customized plan that is comprehensive, thoughtful, and clear; a relationship with an Advisor that you trust, who is proactive and keeps you on track, so you have one less thing to worry about.
Anne Marie is compassionate by nature. She genuinely loves learning and connecting with people to understand what is most important to them. She believes effective communication with her clients plays a critical role in making financial discussions interesting and engaging. Most of all, she finds great satisfaction in bringing organization and simplification to the complicated world of personal finance.
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.
The idea of Bike to Work month!
I believe honesty and transparency are the most important aspects of our business. Building trust with the families we serve and empowering our clients to make confident financial decisions is only successful in an environment where there is no question about motives and the clients’ best interests always come first.
I love cycling with my family and friends. My husband and I enjoy long gravel rides in Leavenworth and Thursday night Seward Park criterium races, while my children and I enjoy racing mountain bikes at North SeaTac and riding our tandem over the North Cascades Highway. I love commuting to work on what I describe as the “best bike commute ever,” and I am proud of how much our office rallies for “Bike to Work” month! Summer is filled with swim meets at Viewridge, sailing at Sand Point and waterskiing. In the fall, I coach my daughter’s soccer team and help lead her Girl Scout troop. In the winter, I spend weekends downhill (and uphill!) skiing at Alpental with my family. And the spring is all about baseball with two boys in love with the sport!