Insights
Location: Portland
April 22, 2026
Lindsay Hessel
Pronouns (she/her/hers) As a Senior Client Service Associate, Lindsay 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, Lindsay is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
April 22, 2026
Jackson Carter
Pronouns (he/him/his) As a Retirement Plan Specialist, Jackson serves as a go-to person for questions related to clients’ retirement plans and is committed to guiding clients towards a fulfilling retirement, and fostering relationships rooted in trust and shared success. Jackson supports the Retirement Plan Services team to implement aspects of your financial plan, assist with [...]
February 10, 2026
Keely Suratt
As a Senior Client Service Associate, Keely 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, Keely is able to provide our clients with worry-free solutions to some of their daily stressors. Keely attended [...]
November 4, 2025
Jackson Rapp
As a Client Service Associate, Jackson 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, Jackson is able to provide our clients with worry-free solutions to some of their daily stressors. Jackson earned his [...]
June 26, 2025
Anthony Catrino
As an IT Technician, Anthony provides dedicated on-site technical support for our Portland offices. With over a decade of hands-on IT experience, he has delivered white-glove support for high-profile clients—including internal support for Thomas Keller and The French Laundry—and remote support for more than 40 clients across industries such as healthcare, legal, and finance. His [...]
June 3, 2025
Hannah Collette
As a Client Service Associate, Hannah works side-by-side with Wealth Management Associates and Managers to manage client accounts. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Hannah is able to provide our clients with worry-free solutions to some of their daily stressors. Originally from the Pacific [...]
June 3, 2025
C.J. McRae
(Pronouns: he/him/his) As a Client Team Operations Manager, C.J. oversees the client experience in our SW Portland office and works with the team to implement new processes and procedures. He also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. C.J. creates meaningful relationships with our clients to ensure [...]
June 3, 2025
Ali Ward
(Pronouns: she/her/hers) Ali is the welcoming face of our SW Portland office, where she serves as Office Administrator, managing front desk operations and ensuring the team has everything they need to thrive; she keeps daily operations running smoothly while cultivating a warm, professional environment for clients and visitors alike. Passionate about photography, she enjoys finding [...]
June 3, 2025
Allison Bregoli
As a Regional Human Resources Manager, Allison partners with the Director of Human Resources to lead and support HR operations in Coldstream’s Oregon offices. With a deep belief that thriving people build thriving businesses, Allison brings a holistic and strategic approach to People & Culture. With over 20 years of experience, she specializes in designing [...]
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