Insights
Role: Wealth Strategy Group
March 24, 2026
Anthony Higgins
As a Wealth Management Associate, Anthony focuses on ensuring your comprehensive financial picture is in focus. Anthony works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, Anthony aims [...]
December 10, 2025
Krista Charlton
(Pronouns: she/her/hers) As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
October 7, 2025
Alex Eppard
As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data [...]
June 3, 2025
Bethany Purkapile
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Bethany 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. Bethany focuses on building trusted relationships by understanding each client’s unique financial dynamics and priorities. She [...]
June 3, 2025
Meredith Stewart
Pronouns (she/her/hers) As an Associate Wealth Manager, Meredith helps clients identify and achieve their financial goals through a customized and approachable plan. Meredith has a personalized approach – starting with a conversation about you, your life, and what matters most to you. She assesses your financial picture and what’s important to you to tailor a [...]
June 3, 2025
Anna Shaw
(Pronouns: she/her/hers) As a Wealth Manager, Anna is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Anna also coordinates with a client’s other trusted advisors (CPAs, attorneys, insurance agents) to make sure they are [...]
June 3, 2025
Anthony Rue
As a Wealth Manager, Anthony is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Anthony coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Anthony loves learning how clients [...]
June 3, 2025
Rob Young
As a Wealth Manager, Rob is responsible for helping clients identify and achieve their financial goals. Believing that each person’s needs and priorities are unique, Rob draws on his years of experience in portfolio management and financial planning to help clients understand their options and chart a clear path for the future. Rob also coordinates [...]
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