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Insights

Location: Mercer Island

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March 25, 2024

Sherrill Klaver

As a Senior Client Service Associate, Sherrill aids clients by providing worry free solutions to some of their daily stressors. She works closely with Wealth Management Associates and Wealth Managers to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of, processing client-directed requests and time sensitive tasks. Sherrill is detail [...]

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January 30, 2024

Chloe Cannon

(Pronouns: she/her/hers) As a Portfolio Administrator, Chloe works closely with Team Paracle’s Portfolio Manager and Wealth Management team to develop and process portfolio trades, ensuring portfolio targets are maintained. She also takes on ad hoc research projects and audits client portfolios. Chloe works diligently with the trading team to streamline firm-wide trading processes. Chloe brings [...]

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November 15, 2023

Daniel Hill

As a Senior Wealth Management Associate, Daniel works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Daniel gets your financial picture into focus and helps create a [...]

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October 5, 2023

Janice Dsilva

(Pronouns: she/her/hers) As a Client Service Associate on Team Paracle, Janice aids clients with time sensitive tasks and processes client-directed requests. Janice is part of the client service team in Mercer Island and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of [...]

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May 1, 2023

Kim Kerr

As a Client Service Associate, Kim 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, Kim is able to provide our clients with worry free solutions to some of their daily stressors. Kim attended [...]

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March 17, 2023

Brandon McAuslen

As a Portfolio Administrator, Brandon works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Brandon is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Brandon brings an analytical bent and relentless curiosity to Coldstream. Prior [...]

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February 22, 2023

Heather Hamamoto

As a Senior Wealth Management Associate, Heather works side-by-side with Wealth Managers and Portfolio Managers to ensure our clients’ financial picture is in focus. Heather enjoys building personal relationships with the families we serve and understanding their short- and long-term goals. She memorializes those goals and creates a plan to ensure they are achievable. Her [...]

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October 7, 2022

Larissa Vidal

(Pronouns: she/her/hers) As a Wealth Manager, Larissa is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Larissa also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are [...]

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August 15, 2022

Kristi Panza

As a Senior Wealth Management Associate, Kristi works directly with clients to make sure their well-thought-out financial plans are memorialized and achievable. Kristi creates meaningful relationships and utilizes a variety of analytical tools to ensure plans are customized to your specific goals. She continually reviews investment portfolios to confirm they remain in alignment with the [...]

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