Insights

Role: Wealth Manager

November 22, 2021

Colby Stirrat

From navigating financial complexities to thoughtful planning, Colby thrives on helping individuals and families take control of their financial journeys – collaboratively. As an Associate Wealth Manager with a passion for tailored strategies, he crafts personalized financial plans that both empower clients in their decision-making process and turn life’s uncertainties into opportunities. He earned his [...]

Becky Wilcox

Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and [...]

Anne Marie Stonich

(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Client Experience Officer and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Client Experience Officer, Anne Marie leans on her more than 20 years of experience working in the financial services industry. [...]