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Insights

Team: Team DAS

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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June 27, 2022

Jake Karavias

As a Client Services 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 [...]

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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 [...]

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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 [...]

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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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November 23, 2021

Ian Curtiss

As a Wealth Manager, Ian is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. Finances can be a major source of anxiety for many people and Ian loves being able to alleviate that burden for the clients we serve. Ian earned his Bachelor of Administration [...]

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