Insights
Location: Mercer Island
March 31, 2022
Eric Newman
After graduating from Gonzaga University with a Bachelor of Business Administration, Eric began his financial career at Coldstream. Having concentrated his undergraduate degree in finance, Eric quickly knew he wanted to work directly with clients and help them get their financial picture into focus. Eric was drawn to Coldstream and our approach of enhancing people’s [...]
November 23, 2021
Noel Sanchez
As an Associate Wealth Manager, Noel 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. [...]
November 23, 2021
Kyle Larson
As a Wealth Manager, Kyle is the primary point of contact for the families he serves, responsible for maintaining a proactive, ongoing relationship. He helps to identify and achieve their financial goals over time. Additionally, he helps to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all [...]
November 23, 2021
Ken Hallack
(Pronouns: he/him/his) As a Client Team Operations Manager, Ken oversees Client Service Associate functions. Serving as a supervisor and mentor, he works closely with new Client Service Associates during their training process. Ken is also a liaison for our systems to ensure that our team is ready and able to satisfy the financial needs of [...]
November 23, 2021
Katie Berntson
(Pronouns: she/her/hers) As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their [...]
November 23, 2021
Josh Harris
As President of M&A, Josh is responsible for setting firm-wide standards geared towards ensuring the families we serve have a positive client experience. As a Wealth Manager he is highly involved in integrating his clients’ initial financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management. He is consistently [...]
November 23, 2021
Ian Curtiss
Ian is a seasoned wealth manager at Coldstream Wealth Management, specializing in helping affluent families navigate the complexities of wealth preservation, growth, and multi-generational planning. With a deep commitment to understanding his clients’ unique goals, Ian works closely with families to develop tailored strategies that align with both their immediate and long-term financial objectives. Ian [...]
November 23, 2021
Heather Kessler
Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of [...]
November 23, 2021
Eric Schuehle
After the 2009 market downturn, the financial marketplace was forever changed and so was Eric’s opinion of the industry. What changed? He wanted his work to focus on helping people versus selling a product. As an Associate Wealth Manager, Eric is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the [...]
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