Insights
Team: Wealth Management
November 24, 2021
Sim Bajaj
(Pronouns: she/her) Sim’s experience in the registered investment advisor (RIA) industry began over 10 years ago and ranges across multiple departments. She enjoys servicing high net worth individuals and families with complex needs and providing simplified solutions. Sim aims to develop long-term relationships with clients and assist with their wealth management, financial planning, and tax [...]
November 24, 2021
Roger Reynolds
A co-founder of Coldstream, Roger specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families. Roger also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability. Prior to helping co-found Coldstream, Roger was [...]
November 24, 2021
Rich Merrifield
(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]
November 23, 2021
Rachel McCracken
Rachel grew up in a single parent household where there was zero career guidance and no financial education. After she became a mother, Rachel got serious about her career and learned about personal financial management for the first time. Once she sat in her first finance class for her MBA, she fell in love with [...]
November 23, 2021
Noel Sanchez
As an Associate Wealth Manager, Noel 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. [...]
November 23, 2021
Michelle Decaire
As a Client Team Operations Manager, Michelle oversees the client experience on Team Cervantes and works with the team to implement new processes and procedures. Michelle came to Coldstream with 12 years of experience in administration and client services work. She studied at the University of Washington (Go Dawgs!) where she earned a Bachelor of [...]
November 23, 2021
Mark Rosenbaum
With deep roots in the wealth management industry, Mark Rosenbaum has helped clients achieve their financial goals for close to 45 years in the areas of life insurance, financial planning, and investment management. He has a broad understanding of planning and strategies necessary for both his business and individual clients. Mark routinely addresses inter-generational planning, [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
November 23, 2021
Kyle Larson
As a Wealth Manager, Kyle is the primary point of contact for the families he serves, responsible for maintaining a proactive, ongoing relationship. He helps to identify and achieve their financial goals over time. Additionally, he helps to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all [...]
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