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As a Relationship Manager, Claudina is the primary point of contact for the families she serves, responsible for maintaining a proactive, ongoing relationship. She helps to identify and achieve their financial and planning goals over time. Additionally, she also coordinates with other trusted advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all aspects of their financial life.
Claudina’s most satisfying moments come when each family she serves obtains that moment of clarity, and can bring their financial dreams into focus with the realization that their goals are within reach. It is remarkable to witness the visible relief when you lift the weight of doubt and confusion that often surrounds personal finances.
While honesty is of utmost importance, she believes all people of character possess this quality, and it should be expected of your Advisor. At Coldstream, we truly set ourselves apart in our desire to simplify complex issues. Our clients are busy people, and if they can quickly get up to speed on decisions, we can save them precious time and in turn make them feel more informed about their decisions. The beautiful part of simplifying is making our clients feel smart, versus us trying to appear smart to impress them.
Besides travelling, I enjoy spending time with my husband and two rescue dogs, usually golfing or hiking. I also enjoy pushing myself outside my comfort zone, which has led to me completing the Seattle to Portland bike ride, and an occasional thrill-seeking activity such as zip lining, paragliding, and bungee jumping. My Rotary Club is also a big part of my life, providing opportunities to serve my community with a group of fun people who have become dear friends.