Insights
Role: Wealth Strategy Group
August 15, 2022
Kristi Panza
As an Associate Wealth Manager, Kristi is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She 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. [...]
August 1, 2022
Ethan Luxton
As a Wealth Management Associate, Ethan aids clients with time sensitive tasks and processes client-directed requests. Ethan makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
July 8, 2022
Alex Pear Rosenberg
(Pronouns: she/her/hers) As a Wealth Management Associate, Alex aids clients with time sensitive tasks and processes client-directed requests. Alex makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
March 31, 2022
Eric Newman
After graduating from Gonzaga University with a Bachelor of Business Administration, Eric began his financial career at Coldstream. Having concentrated his undergraduate degree in finance, Eric quickly knew he wanted to work directly with clients and help them get their financial picture into focus. Eric was drawn to Coldstream and our approach of enhancing people’s [...]
February 9, 2022
Jordan Travis
As a Wealth Management Associate, Jordan works closely with clients to execute the timely day-to-day tasks that arise. Jordan understands how busy our clients’ lives can be. He works to create worry-free solutions aimed at alleviating any stress that can come with managing your daily finances. Jordan also works closely with Wealth Managers to ensure [...]
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 [...]
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 [...]
November 24, 2021
Thanh Evoniuk
(Pronouns: she/her/hers) As an Associate Wealth Manager, Thanh (pronounced “Tawn”) is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in [...]
November 24, 2021
Roger Reynolds
A co-founder of Coldstream, Roger specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families. Roger also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those living with disabilities. Prior to helping co-found Coldstream, Roger was [...]
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