Insights
Role: Wealth Manager
November 23, 2021
Kyle Larson
As a Wealth Manager, Kyle is the primary point of contact for the families he serves, responsible for maintaining a proactive, ongoing relationship. He helps to identify and achieve their financial goals over time. Additionally, he helps to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all [...]
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kim Rosenberg
Kim is a Team Lead and Wealth Manager in Portland. Under Kim’s leadership, a focus is placed on delivering high-caliber strategy, advice, and service to individuals and families with complex wealth management needs. She uses her expertise in integrating financial planning with investment advice to source and evaluate investments in public and private markets, providing [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to high-net-worth families and individuals for over 30 years. Kevin has a personal approach and is committed to helping our clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive Officer, Kevin has primary [...]
November 23, 2021
Katie Quick
(Pronouns: she/her/hers) Katie’s years of experience as a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner gives her the expertise to dive into all aspects of one’s financial life to develop and maintain a meaningful, comprehensive financial plan. With a strong commitment to advocacy and education, Katie approaches wealth management with a focus on efficiency, creativity, [...]
November 23, 2021
Katie Berntson
(Pronouns: she/her/hers) As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their [...]
November 23, 2021
Katelyn Spangler
With 10 years of experience in private wealth management, Katelyn specializes in creating tailored financial plans for busy parents and corporate executives. Understanding their demanding schedules, she simplifies complex wealth planning and provides clear, actionable steps to help clients take control of their financial futures. As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, Katelyn’s direct [...]
November 23, 2021
Josh Harris
As President of M&A, Josh is responsible for setting firm-wide standards geared towards ensuring the families we serve have a positive client experience. As a Wealth Manager he is highly involved in integrating his clients’ initial financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management. He is consistently [...]
November 23, 2021
Joe Cervantes
Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]
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