Insights
Location: Bellevue
November 23, 2021
Michelle Decaire
As a Client Team Operations Manager, Michelle oversees the client experience on Team Cervantes and works with the team to implement new processes and procedures. Michelle came to Coldstream with 12 years of experience in administration and client services work. She studied at the University of Washington (Go Dawgs!) where she earned a Bachelor of [...]
November 23, 2021
Lauren Te
A Certified Public Accountant with extensive global experience in accounting, financial management and operations, tax, audit, and treasury management. Lauren has worked in public accounting and private industry in Singapore, Ireland, the Philippines and the U.S. With over 25 years of accounting and banking experience, Lauren is equally adept to working in both start-ups and [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to families, individuals and business owners for over 30 years. Kevin has a personal approach and is committed to helping our team members and clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive [...]
November 23, 2021
Karla Renne
As a Client Service Associate on the Centralized Client Services team, Karla creates and maintains streamlined client experiences. She works closely with new Client Service Associates on Wealth Management teams and provides training on Coldstream’s client experience standards. Karla serves as an expert resource for our internal systems, processes and procedures, and interfacing with our [...]
November 23, 2021
Jordan Lau
As a Senior Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan [...]
November 23, 2021
Joe Cervantes
Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]
November 23, 2021
Jeff Skall
Jeff joined Coldstream and Ascent Capital in 2016 and has over 30 years of real estate experience. With his first job as a commercial real estate appraiser, Jeff has a strong foundation in real estate and understanding all of the factors that influence value. Jeff spent almost 15 years with Weyerhaeuser Real Estate Company and [...]
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