Insights
Role: Client Services
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson 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 in our client’s lives is undeniable. Through his proactive nature, [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. Carolyn [...]
November 22, 2024
Cade Hampson
As a Client Service Associate, Cade 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, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington State [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Client Service Associate, Jocelyn 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, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors. Jocelyn [...]
October 2, 2024
Kellie Smith
As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience. As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful management [...]
August 29, 2024
Henry LeMaster
(Pronouns: he/him/his) As a Senior Client Service 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 Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
August 2, 2024
Katie Hollway
As a Wealth Management Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions. She came to Coldstream in 2024, bringing more [...]
July 30, 2024
Will Cunningham
As a 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 attended [...]
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