Insights
Team: Wealth Management
January 9, 2025
Erika Allen
As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson 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 in our client’s lives is undeniable. Through his proactive nature, [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. Carolyn [...]
December 3, 2024
Olivia Johnson
(Pronouns: she/her/hers) As an Office Administrator, Olivia manages all front desk operations. Aside from greeting clients and visitors in our Seattle office, Olivia provides a tremendous amount of administrative support to our teams by processing new client and account paperwork, maintaining our database, coordinating time sensitive tasks, and facilitating the client appreciation gifting process. Olivia [...]
November 22, 2024
Cade Hampson
As a Client Service Associate, Cade works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington State [...]
November 11, 2024
Daniel Yeung
As a Portfolio Manager, Dan is responsible for constructing long-term and strategic portfolios and determining asset allocation framework for clients. As a member of Coldstream’s investment strategy group, Dan engages in macroeconomic research, setting the firm’s asset allocation targets and sourcing and monitoring investment managers in both alternative and traditional asset classes. Dan enjoys getting [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Client Service Associate, Jocelyn 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, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors. Jocelyn [...]
October 2, 2024
Kellie Smith
As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience. As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful management [...]
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