blog

Insights

Role: Wealth Strategy Group

blog

August 24, 2023

Dina Liening

As a Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans reflect [...]

Read More...

blog

May 19, 2022

Colleen Pedey

As a Senior Wealth Management Associate, Colleen works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Colleen is able to get your financial picture into focus and [...]

Read More...

blog

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 [...]

Read More...

blog

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 [...]

Read More...

blog

November 24, 2021

Thanh Evoniuk

(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Thanh (pronounced “Tawn”) works closely with advisors to collect and analyze financial data in order to develop customized financial plans that empower our clients to reach their goals. Thanh provides ongoing support to clients and works with the firm’s other departments to deliver tailored solutions. Thanh’s background [...]

Read More...

blog

November 24, 2021

Sim Bajaj

(Pronouns: she/her) Sim’s experience in the registered investment advisor (RIA) industry began over 10 years ago and ranges across multiple departments.  She enjoys servicing high net worth individuals and families with complex needs and providing simplified solutions.  Sim aims to develop long-term relationships with clients and assist with their wealth management, financial planning, and tax [...]

Read More...

blog

November 24, 2021

Rich Merrifield

(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]

Read More...

blog

November 23, 2021

Peter Beeson

Peter arrived at the concept of Fit Insurance through his profound passion for cycling and fitness. Through Fit Insurance, he is now using his vast experience and knowledge to lead a team of professionals dedicated to matching insurance to client. Peter is among a select group to be named a Certified Advisor of Personal Insurance [...]

Read More...

blog

November 23, 2021

Noel Sanchez

As a Senior Wealth Management Associate, Noel uses analytical tools and analysis to ensure that financial plans are documented and achievable. His goal is to help communicate this to the Lead Advisor and the clients we serve. He continually reviews investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, [...]

Read More...

Loading...