Insights
Role: Wealth Manager
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 [...]
November 23, 2021
Ian Curtiss
Ian is a seasoned wealth manager at Coldstream Wealth Management, specializing in helping affluent families navigate the complexities of wealth preservation, growth, and multi-generational planning. With a deep commitment to understanding his clients’ unique goals, Ian works closely with families to develop tailored strategies that align with both their immediate and long-term financial objectives. Ian [...]
November 23, 2021
Hilary M. Clark
(Pronouns: she/her/hers) Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service. A compassionate and sincere self-starter, Hilary joined Coldstream in [...]
November 23, 2021
Heather Kessler
Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of [...]
November 23, 2021
Gunnar Ildhuso
As a Wealth Manager, Gunnar 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. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, [...]
November 23, 2021
Eric Schuehle
After the 2009 market downturn, the financial marketplace was forever changed and so was Eric’s opinion of the industry. What changed? He wanted his work to focus on helping people versus selling a product. As an Associate Wealth Manager, Eric is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the [...]
November 23, 2021
Elaina Shemeta
With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them. A CERTIFIED FINANCIAL [...]
November 23, 2021
David McIntosh
David grew up in a small town where his parents instilled in him and his brother the belief that they could achieve anything, regardless of their financial situation. They taught him the importance of hard work, listening to others, and always striving to improve. After college, David knew he wanted a career where he could [...]
November 23, 2021
David Bigelow
When David joined the firm, we gained a Wealth Manager full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what’s best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day. [...]
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