Insights
Role: Client Services
March 24, 2026
Ryan Kingma
As a Client Service Associate, Ryan 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, Ryan is able to provide our clients with worry-free solutions to some of their daily stressors. Ryan earned his bachelor’s [...]
March 24, 2026
Anthony Higgins
As a Wealth Management Associate, Anthony focuses on ensuring your comprehensive financial picture is in focus. Anthony works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, Anthony aims [...]
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 [...]
March 3, 2026
Maddox Boyce
(Pronouns: he/him/his) As a Client Service Associate, Maddox 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, Maddox is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
February 10, 2026
Keely Suratt
As a Senior Client Service Associate, Keely 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, Keely is able to provide our clients with worry-free solutions to some of their daily stressors. Keely attended [...]
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 [...]
January 7, 2026
Mary Brooks
(Pronouns: she/her/hers) As a Client Service Associate, Mary 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, Mary is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
November 4, 2025
Ashleigh Roth
(Pronouns: she/her/hers) As a Client Service Associate, Ashleigh 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, Ashleigh is able to provide our clients with worry-free solutions to some of their daily stressors. Ashleigh [...]
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