Insights
Location: Seattle
April 1, 2025
Ann Loomis
(Pronouns: she/her/hers) As a Client Service Associate, Ann works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful, and with her background in improving customer service and operations teams, Ann understands the importance of being client-focused and takes pride in providing worry-free solutions to [...]
January 17, 2025
Samra Meyer
As a Senior Client Service Associate of Coldstream Wealth Management, Samra works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Samra’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Samra is able [...]
January 9, 2025
Janon Niess
As a Wealth Manager, Janon provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Janon enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
January 9, 2025
Jay Guard
As a Wealth Manager, Jay provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. [...]
January 9, 2025
Jim Claypool
Jim has dual roles at Coldstream, as a Team Lead & Wealth Manager, he leads a growing and dedicated team of like-minded professionals who share his passion for helping clients achieve their financial goals. He specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. As a Team [...]
January 9, 2025
Erika Allen
As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
January 9, 2025
Casey McMonagle
As a Tax Manager of Coldstream Tax & Consulting, Casey provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Casey plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients. With over 40 years of comprehensive [...]
December 3, 2024
Olivia Johnson
(Pronouns: she/her/hers) As an Office Administrator, Olivia manages all front desk operations. Aside from greeting clients and visitors in our Seattle office, Olivia provides a tremendous amount of administrative support to our teams by processing new client and account paperwork, maintaining our database, coordinating time sensitive tasks, and facilitating the client appreciation gifting process. Olivia [...]
August 29, 2024
Henry LeMaster
(Pronouns: he/him/his) As a Senior Client Service Associate, Henry aids clients with time sensitive tasks and processes client-directed requests. Henry makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
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