Insights
Role: Client Services
November 15, 2023
Daniel Hill
As a Senior Wealth Management Associate, Daniel 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, Daniel gets your financial picture into focus and helps create a [...]
October 5, 2023
Janice Dsilva
(Pronouns: she/her/hers) As a Wealth Management Associate, Janice aids clients with time sensitive tasks and processes client-directed requests. Janice is part of the client service team in Mercer Island and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of the administrative [...]
October 2, 2023
Kevin Kepler
As a Senior Wealth Management Associate, Kevin works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. In the industry for over 9 years, he’s learned that building trust is the foundation for every relationship, and he carries that into his practice. His focus includes [...]
August 24, 2023
Dina Liening
As a Senior Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans [...]
May 1, 2023
Kim Kerr
As a Client Service Associate, Kim 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, Kim is able to provide our clients with worry free solutions to some of their daily stressors. Kim attended [...]
January 24, 2023
Kate Brown
(Pronouns: she/her/hers) As a Senior Client Service Associate, Kate 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, Kate is able to provide our clients with worry-free solutions to some of their daily stressors. Kate [...]
December 8, 2022
Danielle Uemura
As a Wealth Management Associate, Danielle aids clients with time sensitive tasks and processes client-directed requests. Danielle makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
October 25, 2022
Alanna Quinn-Jones
(Pronouns: she/her/hers) As a Client Service Associate with Coldstream Risk Management, Alanna consistently delivers outstanding customer service. She provides property and casualty insurance information to new clients and helps service current clients to process their claims. Alanna is often entering policies, issuing evidence of insurance and auto ID cards, and collaborating with clients on billing. [...]
October 10, 2022
Jessica Chambers
(Pronouns: she/her/hers) As a Client Service Associate, Jessica 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, Jessica provides our clients with worry-free solutions to some of their daily stressors. Prior to joining Coldstream, Jessica [...]
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