Insights
Location: Seattle
March 20, 2024
Alicia Follmer
As a Senior Wealth Management Associate, Alicia works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Alicia gets your financial picture into focus and helps create a [...]
November 9, 2023
Ashley Soares
(Pronouns: she/her/hers) Ashley is the Office Administrator for our Seattle, WA office. Ashley, with her warm demeanor, is the first person to greet you, and provides tremendous support to team members in our Seattle office. She collaborates closely with teams to manage client records, schedule client meetings, and plan client events. Ashley plays a key [...]
October 3, 2023
Monica Tran
As an Operations Associate, Monica serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Monica recommends and implements best practices regarding systems and processes, working closely with our Client Service team and supporting [...]
August 9, 2023
Toni Mercer
As a Senior Operations Associate, Toni manages and serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Toni recommends and implements best practices regarding systems and processes, working closely with our Client Service [...]
February 28, 2023
Garrett Dean
Pronouns: he/him As Operations Manager, Garrett oversees our operations department. He works across teams to create, manage, and execute project plans for our internal operations initiatives. Garret also works closely with our Client Service team to continue optimizing our client experience. He diligently trains the Operations Associates on his team to ensure they can maintain [...]
November 8, 2022
Jay Winston
As an Associate Wealth Manager, Jay is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He 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. [...]
October 10, 2022
Jessica Winters
(Pronouns: she/her/hers) As a Client Service Associate, Jessica 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, Jessica provides our clients with worry-free solutions to some of their daily stressors. Prior to joining Coldstream, Jessica [...]
June 13, 2022
Alisoune Lee
(Pronouns: she/her/hers) As a Wealth Management Associate, Alisoune ensures your comprehensive financial picture is in focus. Alisoune works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Alisoune enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts [...]
June 7, 2022
Bryan Carr
As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique [...]
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