Insights
Location: Bellevue
February 1, 2022
Wendy Holden
Wendy joined the Coldstream Holdings family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Throughout the years, Wendy has been an important member of the team and has branched out into her newest role as a Client Services Associate. Wendy’s prior experience in scheduling client [...]
February 1, 2022
Jennifer Harrison
As a Client Team Operations Manager, Jennifer oversees the client experience on Team Fitzwilson and works with the team to implement new processes and procedures. Jennifer works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. She enjoys building personal relationships with the families we serve and understanding their short [...]
November 24, 2021
Vince Lee
Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax [...]
November 24, 2021
Tristan Mohn
(Pronouns: he/him/his) As a Centralized Client Service Manager, Tristan creates and maintains streamlined client experiences. He serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services Managers serve as our clients’ advocates, dedicated to relieving their daily stressors. Tristan understands the important role [...]
November 24, 2021
Tara McDonald
Tara joined Coldstream in 2017 after working with the firm for over a year as our human resources consultant. She possesses over 16 years of experience providing advice, counsel, and hands‐on HR services to a variety of small to medium‐sized businesses in the Puget Sound area. She also has over 25 years of recruiting experience, [...]
November 24, 2021
Sabrina Cross
Born and raised in Spokane, Washington and a proud WSU Cougar, Sabrina Cross has over 20 years of experience in the insurance industry and currently serves as the Chief Operating Officer at Coldstream Risk Management. A compassionate perfectionist, Sabrina combines her analytical skills with her warm personality to become both a client guru and data [...]
November 24, 2021
Roger Reynolds
A co-founder of Coldstream, Roger specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families. Roger also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability. Prior to helping co-found Coldstream, Roger was [...]
November 24, 2021
Rich Merrifield
(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]
November 23, 2021
Peter Beeson
As a Team Lead, Peter uses his vast experience and knowledge to lead the Risk Management team of professionals dedicated to matching insurance to client. Peter is among a select group to be named a Certified Advisor of Personal Insurance by Wharton and Chubb, CAPI. This prestigious program requires agents with the highest level of [...]
Loading...