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 [...]
January 4, 2023
Wes Burroughs
As a Wealth Management Associate, Wes ensures your comprehensive financial picture is in focus. Wes works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Wes enjoys building personal relationships with the families we serve and understanding their short and long-term goals. He memorializes those goals and adjusts aspects of [...]
August 1, 2022
Ethan Luxton
As a Client Service Associate, Ethan works closely with clients regarding time sensitive tasks and processing requests. Ethan makes up part of the client service team and collaborates with 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 taken [...]
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
Karla Renne
As a Client Service Associate, Karla focuses on connecting with clients through seamless, clear communication, timely responses, and providing accurate information to their daily questions. Karla’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through her proactive nature, Karla aims to anticipate client needs and working to [...]
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