Insights
Team: Wealth Management
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to families, individuals and business owners for over 30 years. Kevin has a personal approach and is committed to helping our team members and clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive [...]
November 23, 2021
Ken Hallack
(Pronouns: he/him/his) As a Client Team Operations Manager, Ken oversees Client Service Associate functions. Serving as a supervisor and mentor, he works closely with new Client Service Associates during their training process. Ken is also a liaison for our systems to ensure that our team is ready and able to satisfy the financial needs of [...]
November 23, 2021
Katie Quick
(Pronouns: she/her/hers) Katie’s years of experience as a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner gives her the expertise to dive into all aspects of one’s financial life to develop and maintain a meaningful, comprehensive financial plan. With a strong commitment to advocacy and education, Katie approaches wealth management with a focus on efficiency, creativity, [...]
November 23, 2021
Katie Berntson
(Pronouns: she/her/hers) As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their [...]
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 President of M&A, Josh is responsible for setting firm-wide standards and maintaining a strong company culture centered on employee-ownership, independence, and enhancing our colleagues’ and clients’ lives. In this role, Josh is the first point of contact to meet with and learn about prospective merger partners. Having sat on both sides of the table [...]
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 [...]
Loading...