Insights
Role: Wealth Manager
October 2, 2023
Brittany Gabelein
As a Wealth Manager, Brittany focuses on helping clients maintain and improve their lifestyles by using a comprehensive planning approach. Her prior experience as a Certified Public Accountant (CPA) enables her to provide clients with a unique advantage when it comes to financial planning, tax planning, and accounting regulations. She has a deep understanding of [...]
September 18, 2023
James Moore
As a Wealth Manager, Jim 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 financial plan captures the milestones and changes in their lives. Jim enjoys turning complex financial advice into easy-to-understand guidance. Finances can [...]
February 22, 2023
Heather Hamamoto
As an Associate Wealth Manager, Heather is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She 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 financial life. [...]
November 8, 2022
Jay Winston
As an Associate Wealth Manager, Jay 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 financial life. [...]
October 7, 2022
Larissa Vidal
(Pronouns: she/her/hers) As a Wealth Manager, Larissa is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Larissa also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are [...]
August 15, 2022
Kristi Panza
As an Associate Wealth Manager, Kristi is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She 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 financial life. [...]
November 24, 2021
Vonie Bright
With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single [...]
November 24, 2021
Vince Lee
Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax [...]
November 24, 2021
Thanh Evoniuk
(Pronouns: she/her/hers) As an Associate Wealth Manager, Thanh (pronounced “Tawn”) is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in [...]
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