Insights
Team: Retirement Plan Services
June 3, 2025
Ryan Christensen
As Retirement Plan Advisor with Coldstream Wealth Management, Ryan is responsible for the oversight and management of the retirement plans he serves. Ryan specializes in providing defined contribution, defined benefit, and non-qualified plan advisory services to retirement plan sponsors. Ryan helps clients manage their plans more effectively with independent advice on investments, plan design, employee [...]
June 3, 2025
Nicholas Running
(Pronouns: he/him/his) As an Associate Wealth Manager, Nicholas is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He 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 [...]
June 3, 2025
Parham Aleali
As a Retirement Plan Specialist and a dedicated member of the Retirement Plans Team, Parham is committed to guiding clients toward a fulfilling retirement and fostering relationships rooted in trust and shared success. He supports Retirement Plan relationships by administering 401(k) operations, including plan prospecting, participant support, fund maintenance, trustee reviews, and employee education, alongside [...]
October 2, 2023
Shane Payette
As a Wealth Manager, Shane works directly with families to identify and achieve their financial goals. He firmly believes a personalized approach is key to financial and investment planning in this technology-driven world. Shane brings over 35 years of expertise in private client wealth management and 401K plans. In 2001, he relocated from Canada to [...]
November 24, 2021
Rich Merrifield
(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]
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