Insights
Team: Disability Advisory Services
June 7, 2024
Erin Rottler
As a Client Service Associate, Erin works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Erin is able to provide our clients with worry-free solutions to some of their daily stressors. Erin attended Vancouver [...]
September 18, 2023
James Moore
As a Wealth Manager, Jim provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Jim enjoys turning complex financial advice into easy-to-understand guidance. Finances can [...]
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 [...]
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 [...]
June 27, 2022
Jake Karavias
As a Client Service Associate, Jake aids clients with time sensitive tasks and processes client-directed requests. In working closely with Wealth Management Associates and Wealth Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of. Jake is committed to enhancing our clients’ lives by providing worry free solutions to [...]
June 3, 2022
Michelle McGlasson
As a Client Service Associate, Michelle aids clients with time sensitive tasks and client directed requests. In working closely with Client Services Associates and Wealth Managers, she ensures the administrative aspects of a client’s comprehensive wealth plan are implemented. Michelle’s close attention to detail and execution of daily tasks provides our clients with worry free [...]
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 with a disability. Prior to helping co-found Coldstream, Roger was [...]
November 23, 2021
David Powers
With 25 years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence. Prior to joining Coldstream, David [...]
November 22, 2021
Daniels Voyteshonock
Daniels’ passion for assisting high net worth clients find financial peace of mind is undeniable. His experience in the financial industry, accreditations, and thirst for continued learning is a testament to his passion that began quickly after graduating with his Bachelor of Arts in Finance and minor in Economics from the University of Oregon. Daniels [...]
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