Insights
Team: Wealth Management
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker 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, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
April 1, 2025
Ann Loomis
(Pronouns: she/her/hers) As a Client Service Associate, Ann works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful, and with her background in improving customer service and operations teams, Ann understands the importance of being client-focused and takes pride in providing worry-free solutions to [...]
March 21, 2025
Jack Gardner
As a Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his bachelor’s [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 23, 2025
Marina Cigledy
As a Senior Client Service Associate, Marina works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Marina’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, Marina is able to provide our clients with [...]
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
Janon Niess
As a Wealth Manager, Janon 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. Janon enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
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 [...]
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