Insights
Team: Wealth Management
April 22, 2026
Lindsay Hessel
Pronouns (she/her/hers) As a Senior Client Service Associate, Lindsay 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, Lindsay is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
April 22, 2026
Jackson Carter
Pronouns (he/him/his) As a Retirement Plan Specialist, Jackson serves as a go-to person for questions related to clients’ retirement plans and is committed to guiding clients towards a fulfilling retirement, and fostering relationships rooted in trust and shared success. Jackson supports the Retirement Plan Services team to implement aspects of your financial plan, assist with [...]
March 24, 2026
Ryan Kingma
As a Client Service Associate, Ryan 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, Ryan is able to provide our clients with worry-free solutions to some of their daily stressors. Ryan earned his bachelor’s [...]
March 24, 2026
Anthony Higgins
As a Wealth Management Associate, Anthony focuses on ensuring your comprehensive financial picture is in focus. Anthony works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, Anthony aims [...]
March 17, 2026
Megan Walsh
As a Tax Manager of Coldstream Tax & Consulting, Megan provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Megan plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients. Megan works to simplify technical tax [...]
March 3, 2026
Maddox Boyce
(Pronouns: he/him/his) As a Client Service Associate, Maddox 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, Maddox is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
February 10, 2026
Keely Suratt
As a Senior Client Service Associate, Keely 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, Keely is able to provide our clients with worry-free solutions to some of their daily stressors. Keely attended [...]
February 10, 2026
Ethan Broome
As a Client Service Associate, Ethan 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, Ethan is able to provide our clients with worry-free solutions to some of their daily stressors. Ethan attended the [...]
January 7, 2026
Mary Brooks
(Pronouns: she/her/hers) As a Client Service Associate, Mary 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, Mary is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
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