Insights
Location: Mercer Island
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 [...]
November 23, 2021
David McIntosh
David grew up in a small town where his parents instilled in him and his brother the belief that they could achieve anything, regardless of their financial situation. They taught him the importance of hard work, listening to others, and always striving to improve. After college, David knew he wanted a career where he could [...]
November 23, 2021
David Bigelow
When David joined the firm, we gained a Wealth Manager full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what’s best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day. [...]
November 22, 2021
Anne Marie Stonich
(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Client Experience Officer and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Client Experience Officer, Anne Marie leans on her more than 20 years of experience working in the financial services industry. [...]
Loading...