Insights
Location: Seattle
March 17, 2026
Megan Walsh
As a Tax Manager of Coldstream Tax & Consulting, Megan provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Megan plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients. Megan works to simplify technical tax [...]
February 10, 2026
Ethan Broome
As a Client Service Associate, Ethan 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, Ethan is able to provide our clients with worry-free solutions to some of their daily stressors. Ethan attended the [...]
January 7, 2026
Idley Edey
(Pronouns: he/him/his) As a Tax Associate at Coldstream Tax & Consulting, Idley provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. He supports clients by performing financial analysis, reviewing account reconciliations, preparing financial statements, and handling tax returns for both individual and business clients. Idley works [...]
November 4, 2025
Bella Nadolski
As a Client Service Associate, Bella 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, Bella is able to provide our clients with worry-free solutions to some of their daily stressors. Bella earned her [...]
October 7, 2025
Amanda Stribrny
(Pronouns: she/her/hers) As an Operations Associate, Amanda supports the firm’s investment operations and trading functions, specializing in portfolio management. In collaboration with the Investment Strategy Group, Amanda helps optimize workflows leveraging tools like Tamarac and Salesforce, maintains investment models and security data, and assists with trade reconciliation and reporting. She’s involved in process improvements and [...]
October 7, 2025
Dylan Meyer
(Pronouns: he/him/his) As an Operations Associate, Dylan specializes in alternative investments, managing operational processes, reporting, and data analysis to ensure accuracy and efficiency across client accounts. He serves as a subject matter expert on alternative investment reporting, setting up new clients and accounts, troubleshooting issues, and fielding questions about reporting and CRM systems. Dylan leverages [...]
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
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 [...]
Loading...