Insights
Role: Wealth Strategy Group
November 23, 2021
Peter Beeson
As a Team Lead, Peter uses his vast experience and knowledge to lead the Risk Management team of professionals dedicated to matching insurance to client. Peter is among a select group to be named a Certified Advisor of Personal Insurance by Wharton and Chubb, CAPI. This prestigious program requires agents with the highest level of [...]
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, [...]
November 23, 2021
Michelle Decaire
As a Client Team Operations Manager, Michelle oversees the client experience on Team Cervantes and works with the team to implement new processes and procedures. Michelle came to Coldstream with 12 years of experience in administration and client services work. She studied at the University of Washington (Go Dawgs!) where she earned a Bachelor of [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
November 23, 2021
Kyle Larson
As a Wealth Manager, Kyle is the primary point of contact for the families he serves, responsible for maintaining a proactive, ongoing relationship. He helps to identify and achieve their financial goals over time. Additionally, he helps to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all [...]
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kim Rosenberg
Kim is a Team Lead and Wealth Manager in Portland. Under Kim’s leadership, a focus is placed on delivering high-caliber strategy, advice, and service to individuals and families with complex wealth management needs. She uses her expertise in integrating financial planning with investment advice to source and evaluate investments in public and private markets, providing [...]
November 23, 2021
Katie Quick
(Pronouns: she/her/hers) Katie’s years of experience as a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner gives her the expertise to dive into all aspects of one’s financial life to develop and maintain a meaningful, comprehensive financial plan. With a strong commitment to advocacy and education, Katie approaches wealth management with a focus on efficiency, creativity, [...]
November 23, 2021
Katie Berntson
(Pronouns: she/her/hers) As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their [...]
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