Insights
Role: Wealth Manager
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. [...]
November 22, 2021
Daniels Voyteshonock
As a Wealth Manager, Daniels is responsible for helping clients identify and achieve their financial goals. He works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Daniels also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across [...]
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 a 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 Bachelor [...]
November 22, 2021
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 [...]
November 22, 2021
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. [...]
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