Insights
Role: Wealth Manager
June 3, 2025
Shelby DeSiervo
As a Team Lead, Shelby implements the firm’s strategic vision with a group of professionals at Coldstream Wealth Management. She works closely with her team to foster an innovative, collaborative and client-centric work environment centered around boutique financial planning for high-net-worth families and individuals. Her leadership is grounded in commitment to delivering thoughtful, personalized financial [...]
June 3, 2025
Brian Hefele
Brian serves as a trusted partner to clients, guiding them through the complexities of wealth management with care and precision. He develops customized financial strategies designed to support long-term success and personal fulfillment. Brian also coordinates closely with each client’s broader advisory team- including legal, tax, and insurance professionals- to ensure a cohesive approach. His [...]
June 3, 2025
Jeff Gates
As a Wealth Manager, Jeff is responsible for helping clients identify and achieve their financial goals by creating customized, comprehensive wealth management plans that fit their unique needs. Jeff collaborates closely with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Jeff [...]
June 3, 2025
Nicholas Running
(Pronouns: he/him/his) As an Associate Wealth Manager, Nicholas is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall [...]
January 9, 2025
Jay Guard
As a Wealth Manager, Jay provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. [...]
January 9, 2025
Jim Claypool
Jim has dual roles at Coldstream, as a Team Lead & Wealth Manager, he leads a growing and dedicated team of like-minded professionals who share his passion for helping clients achieve their financial goals. He specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. As a Team [...]
January 9, 2025
Erika Allen
As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
July 1, 2024
Bryan Shipley
Bryan Shipley serves as Chief Investment Officer at Coldstream Holdings, Inc., and as an Investment Advisor as part of our Endowments and Foundations service. Bryan values the independent, diligent, and forward-looking perspective that are the underpinnings of a truly strong investment process. He is passionate about finding the opportunities that only come from persistent, thorough, [...]
July 1, 2024
Glen Goland
As Wealth Manager, Glen Goland brings his detailed understanding of the wealth planning landscape and combines it with a personal approach to crafting long-term financial plans, providing his clients with the peace of mind that comes from knowing that they are building a lasting legacy. He brings specialized expertise in financial planning, including estate, wealth [...]
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