Location: Mercer Island

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.  [...]

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(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this [...]

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