Insights
Team: Wealth Management
June 9, 2026
Krisztian Jeszenszki
(Pronouns: he/him/his) As a Client Service Associate, Krisztian 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, Krisztian is able to provide our clients with worry-free solutions to some of their daily stressors. Krisztian [...]
June 9, 2026
Calum Latham
(Pronouns: he/him/his) As a Client Service Associate, Calum 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, Calum is able to provide our clients with worry-free solutions to some of their daily stressors. Calum [...]
June 9, 2026
Matt Gray
(Pronouns: he/him/his) As an Associate Wealth Manager, Matt 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 [...]
May 19, 2026
Kaileigh Loughery
(Pronouns: she/her/hers) As an Office Administrator, Kaileigh manages all front desk operations. Aside from greeting clients and visitors in our Seattle office, Kaileigh closely interacts with team members. As a Client Service Associate, Kaileigh works side-by-side with Wealth Management Associates and Wealth Managers to process new client and account paperwork, maintain our database, and coordinate [...]
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 Senior 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 [...]
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 [...]
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