Insights
Location: Seattle
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 Wealth Management 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 other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
July 30, 2024
Will Cunningham
As a Senior Client Service Associate, Will 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, Will is able to provide our clients with worry free solutions to some of their daily stressors. Will [...]
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) As an HR Coordinator, Ashley provides tremendous support to HR team members in our Bellevue office. She collaborates closely with teams to manage client records, schedule client meetings, and plan client events. Ashley plays a key role in the client experience and loves interacting with them. Additionally, she keeps the office running smoothly [...]
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 an Operations Lead, 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 team, [...]
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