Insights
Location: Bellevue
January 7, 2026
Mary Brooks
(Pronouns: she/her/hers) As a Client Service Associate, Mary works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Mary is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
October 7, 2025
Ken Lin
Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Ken works with our [...]
August 11, 2025
Annie Heller
(Pronouns: she/her/hers) As an Office Administrator, Annie manages all front desk operations. Aside from greeting clients and visitors in our Bellevue office, Annie closely interacts with team members. She provides a tremendous amount of administrative support to our teams by processing new client and account paperwork, maintaining our database, and coordinating time sensitive tasks. Annie [...]
June 26, 2025
Tony Vowles
As a Client Service Associate, Tony works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Tony is able to provide our clients with worry-free solutions to some of their daily stressors. Tony graduated from Gonzaga [...]
April 30, 2025
Jacob Atkinson
Jacob is an Associate at Coldstream Capital Partners, a team specializing in investment banking advisory services which helps business owners successfully navigate complex financial transactions and achieve their strategic and financial objectives. As an Associate, Jacob plays a vital role in executing transactions, managing deal processes, and supporting client relationships. Jacob acts as a bridge [...]
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
March 21, 2025
Jack Gardner
As a Senior Client Service Associate, Jack works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, [...]
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