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Insights

Team: Team Shemeta

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November 8, 2022

Jay Winston

As an Associate Wealth Manager, Jay 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 financial life. [...]

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June 7, 2022

Bryan Carr

As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique [...]

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November 24, 2021

Tristan Mohn

(Pronouns: he/him/his) With experience in the hospitality industry, Tristan excels in customer service and handling a multitude of client requests. He holds a BA of Business Administration with a focus in Finance and a Minor in Economics from Western Washington University. Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the [...]

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November 23, 2021

Elaina Shemeta

With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them. A CERTIFIED FINANCIAL [...]

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November 22, 2021

Alexandra Lambert

(Pronouns: she/her/hers) With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. [...]

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