Insights
Location: Portland
June 3, 2025
Reem Rizk-Hunter
As an Associate Wealth Manager, Reem helps clients identify and achieve their financial goals through an understandable and comprehensive wealth management plan. She 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. Reem helps individuals and [...]
June 3, 2025
Kendall Acheson
As a Wealth Manager, Kendall is responsible for helping clients identify and achieve their financial goals. He works closely with clients to create a comprehensive wealth plan – customized to fit their unique needs. Kendall also coordinates with a client’s other trusted advisors (accountant, attorney, insurance professional) to make sure they are covered across all [...]
June 3, 2025
Todd Hobson
Todd, in his role as a Wealth Manager, serves as a trusted resource for clients, drawing on a strong understanding of their values and goals to bring clarity to complex financial decisions. He takes a holistic view, considering every facet of a client’s life – from education and estate planning to tax strategy and long-term [...]
June 3, 2025
Ryan Christensen
As Retirement Plan Advisor with Coldstream Wealth Management, Ryan is responsible for the oversight and management of the retirement plans he serves. Ryan specializes in providing defined contribution, defined benefit, and non-qualified plan advisory services to retirement plan sponsors. Ryan helps clients manage their plans more effectively with independent advice on investments, plan design, employee [...]
June 3, 2025
Shelby DeSiervo
As a Team Lead, Shelby implements the firm’s strategic vision with a group of professionals at Coldstream Wealth Management. She works closely with her team to foster an innovative, collaborative and client-centric work environment centered around boutique financial planning for high-net-worth families and individuals. Her leadership is grounded in commitment to delivering thoughtful, personalized financial [...]
June 3, 2025
Nick Rodwick
(Pronouns: he/him/his) As a Client Service Associate, Nick 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, Nick is able to provide our clients with worry-free solutions to some of their daily stressors. Nick [...]
June 3, 2025
Jesse Sigrist
As a Wealth Management Associate, Jesse aids clients with high-priority tasks and processes client-directed requests. Jesse makes up part of the client service team and collaborates with Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are put into motion. Jesse is detail-oriented, organized, [...]
June 3, 2025
Brian Hefele
Brian serves as a trusted partner to clients, guiding them through the complexities of wealth management with care and precision. He develops customized financial strategies designed to support long-term success and personal fulfillment. Brian also coordinates closely with each client’s broader advisory team- including legal, tax, and insurance professionals- to ensure a cohesive approach. His [...]
June 3, 2025
Jeff Gates
As a Wealth Manager, Jeff is responsible for helping clients identify and achieve their financial goals by creating customized, comprehensive wealth management plans that fit their unique needs. Jeff collaborates closely with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Jeff [...]
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