Insights
Team: Tax & Consulting
January 17, 2025
Samra Meyer
As a Senior Client Service Associate of Coldstream Wealth Management, Samra works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Samra’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Samra is able [...]
January 9, 2025
Jay Guard
As a Wealth Manager, Jay 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 needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. [...]
January 9, 2025
Jim Claypool
Jim has dual roles at Coldstream, as a Team Lead & Wealth Manager, he leads a growing and dedicated team of like-minded professionals who share his passion for helping clients achieve their financial goals. He specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. As a Team [...]
January 9, 2025
Erika Allen
As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
January 9, 2025
Casey McMonagle
As a Tax Manager of Coldstream Tax & Consulting, Casey provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Casey plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients. With over 40 years of comprehensive [...]
October 31, 2024
Kevin Gabelein
As Team Lead of HSA, part of the Tax & Consulting team at Coldstream, Kevin is responsible for setting strategy, talent management and development, and setting the financial direction of the team. In his capacity as a Team Lead, Kevin manages a group of professionals, focusing on growth, career development, and excellent client service. He [...]
October 2, 2023
Victoria Serles
As Team Lead and Wealth Manager, Victoria specializes in providing comprehensive wealth management services for affluent individuals and families. She has been providing estate planning, wealth management, and valuation services to executives, professionals, and businesses since 1975. Her vast experience includes financial planning, investment planning, asset management, estate planning and design, valuation services and taxation. Her [...]
October 2, 2023
Brittany Gabelein
As a Wealth Manager, Brittany focuses on helping clients maintain and improve their lifestyles by using a comprehensive planning approach. Her prior experience as a Certified Public Accountant (CPA) enables her to provide clients with a unique advantage when it comes to financial planning, tax planning, and accounting regulations. She has a deep understanding of [...]
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