August 6, 2014

About Coldstream

In Coldstream Happenings

Coldstream Earns Honorspsbj-efgpc
Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make this award possible. Thank you for your on-going confidence in us and support of our team.

New to the Coldstream Team
Sabrina Cross joined Coldstream affiliate Fit Insurance as an accounts specialist in June. Sabrina has 16 years’ experience in the insurance field specializing in personal lines. With her deep background in the personal insurance industry, and a passion for client service, Sabrina has been able to hit the ground running supporting our property and casualty insurance group.

We are pleased to announce that Crystal Garcia joined Coldstream and our affiliates as Office Manager and HR Generalist in July. Crystal hails from Texas, and has extensive work experience in management and human resources that will enhance our team.

Moving forward
Coldstream team members have taken our Fit Insurance name to heart with our Coldstream Gets Fit initiative. Every Wednesday at noon, under the leadership of Erika Yelle, our Chief Compliance Officer, various Coldstream team members walk approximately 5K around the neighborhood and the Downtown Bellevue Park. Go Team!

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David Mcintosh
Contributions from: David McIntosh, CFP®