Insights
Role: Client Services
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 [...]
November 4, 2025
Jackson Rapp
As a Client Service Associate, Jackson 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, Jackson is able to provide our clients with worry-free solutions to some of their daily stressors. Jackson earned his [...]
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
Jose Ramos
As a Client Service Associate, Jose works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jose is able to provide our clients with worry-free solutions to some of their daily stressors. Jose attended Gonzaga University [...]
August 11, 2025
Bryce Fitzwilson
(Pronouns: he/him/his) As a Client Service Associate, Bryce works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Bryce is able to provide our clients with worry-free solutions to some of their daily stressors. Bryce brings [...]
June 26, 2025
Tony Vowles
As a Client Service Associate, Tony 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, Tony is able to provide our clients with worry-free solutions to some of their daily stressors. Tony graduated from Gonzaga [...]
June 26, 2025
Rachel Chaffee-Kastner
As a Client Service Associate, Rachel 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, Rachel is able to provide our clients with worry-free solutions to some of their daily stressors. Rachel holds dual master’s [...]
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