Insights
Location: Mercer Island
March 24, 2026
Ryan Kingma
As a Client Service Associate, Ryan 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, Ryan is able to provide our clients with worry-free solutions to some of their daily stressors. Ryan earned his bachelor’s [...]
December 10, 2025
Krista Charlton
(Pronouns: she/her/hers) As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true [...]
November 4, 2025
Ashleigh Roth
(Pronouns: she/her/hers) As a Client Service Associate, Ashleigh 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, Ashleigh is able to provide our clients with worry-free solutions to some of their daily stressors. Ashleigh [...]
October 7, 2025
Alex Eppard
As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data [...]
August 11, 2025
Bryce Fitzwilson
(Pronouns: he/him/his) As a Client Service Associate, Bryce works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Bryce is able to provide our clients with worry-free solutions to some of their daily stressors. Bryce brings [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Senior Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
November 22, 2024
Cade Hampson
As a Senior Client Service Associate, Cade works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington [...]
Loading...