Insights
Role: Client Services
June 3, 2025
Nick Rodwick
(Pronouns: he/him/his) As a Client Service Associate, Nick 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, Nick is able to provide our clients with worry-free solutions to some of their daily stressors. Nick [...]
June 3, 2025
Jesse Sigrist
As a Wealth Management Associate, Jesse aids clients with high-priority tasks and processes client-directed requests. Jesse makes up part of the client service team and collaborates with Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are put into motion. Jesse is detail-oriented, organized, [...]
June 3, 2025
Parham Aleali
As a Retirement Plan Specialist and a dedicated member of the Retirement Plans Team, Parham is committed to guiding clients toward a fulfilling retirement and fostering relationships rooted in trust and shared success. He supports Retirement Plan relationships by administering 401(k) operations, including plan prospecting, participant support, fund maintenance, trustee reviews, and employee education, alongside [...]
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker 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, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
April 1, 2025
Ann Loomis
(Pronouns: she/her/hers) As a Client Service Associate, Ann works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful, and with her background in improving customer service and operations teams, Ann understands the importance of being client-focused and takes pride in providing worry-free solutions to [...]
March 21, 2025
Jack Gardner
As a Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his bachelor’s [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 23, 2025
Marina Cigledy
As a Senior Client Service Associate, Marina works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Marina’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, Marina is able to provide our clients with [...]
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 [...]
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