Insights
Team: Wealth Management
November 23, 2021
Katelyn Spangler
With 10 years of experience in private wealth management, Katelyn specializes in creating tailored financial plans for busy parents and corporate executives. Understanding their demanding schedules, she simplifies complex wealth planning and provides clear, actionable steps to help clients take control of their financial futures. As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, Katelyn’s direct [...]
November 23, 2021
Josh Harris
As Managing Director, Corporate Development, Josh is responsible for setting firm-wide standards geared towards ensuring the families we serve have a positive client experience. As a Wealth Manager he is highly involved in integrating his clients’ initial financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management. He is consistently looking [...]
November 23, 2021
Jordan Lau
As a Senior Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan [...]
November 23, 2021
Joe Cervantes
Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]
November 23, 2021
James Walsh
With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in [...]
November 23, 2021
Ian Curtiss
Ian is a seasoned wealth manager at Coldstream Wealth Management, specializing in helping affluent families navigate the complexities of wealth preservation, growth, and multi-generational planning. With a deep commitment to understanding his clients’ unique goals, Ian works closely with families to develop tailored strategies that align with both their immediate and long-term financial objectives. Ian [...]
November 23, 2021
Hilary M. Clark
(Pronouns: she/her/hers) Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service. A compassionate and sincere self-starter, Hilary joined Coldstream in [...]
November 23, 2021
Heather Kessler
Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of [...]
November 23, 2021
Gunnar Ildhuso
As a Wealth Manager, Gunnar 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. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, [...]
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