Insights
Role: Wealth Strategy Group
July 1, 2024
Melody Behnke
Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients, building personal relationships so that she can craft investment programs uniquely tailored to their objectives. Melody joined Coldstream in 2024, bringing with her financial services industry experience that spans more [...]
July 1, 2024
Yvette Weisend
(Pronouns: she/her/hers) As a Wealth Management Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, [...]
July 1, 2024
David Janec
David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]
July 1, 2024
Ryland Moore
Ryland Moore, Business Development Officer and Wealth Manager for Coldstream, has a passion for building connections and serving a greater good. His love for forging genuine relationships makes him a natural in helping people achieve their goals, whether focused on investing, philanthropy, finances, or other life pursuits. He joined Coldstream in 2024, bringing with him [...]
May 3, 2024
Elizabeth Anderson
(Pronouns: she/her/hers) As a WSG Analyst, Elizabeth works closely with the Chief Wealth Strategist to support the continued development of our Wealth Strategy Group (WSG) resources across the firm. She conducts research and collaborates with WSG sub-committee members to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning [...]
March 20, 2024
Alicia Follmer
As a Senior Wealth Management Associate, Alicia 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, Alicia gets your financial picture into focus and helps create a [...]
November 15, 2023
Daniel Hill
As a Senior Wealth Management Associate, Daniel 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, Daniel gets your financial picture into focus and helps create a [...]
November 1, 2023
Kevin Peterson
As a Wealth Manager, Kevin is responsible for helping clients identify and achieve their financial goals. A seasoned professional in the financial industry with a career spanning over three decades, he has dedicated himself to the art and science of investment management and financial planning. Kevin’s core competency lies in helping successful individuals and families navigate [...]
October 5, 2023
Janice Dsilva
(Pronouns: she/her/hers) As a Wealth Management Associate, Janice aids clients with time sensitive tasks and processes client-directed requests. Janice is part of the client service team in Mercer Island and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of the administrative [...]
Loading...