Insights
Team: Wealth Management
December 10, 2025
Krista Charlton
(Pronouns: she/her/hers) As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true [...]
November 4, 2025
Ashleigh Roth
(Pronouns: she/her/hers) As a Client Service Associate, Ashleigh 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, Ashleigh is able to provide our clients with worry-free solutions to some of their daily stressors. Ashleigh [...]
November 4, 2025
Jackson Rapp
As a Client Service Associate, Jackson 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, Jackson is able to provide our clients with worry-free solutions to some of their daily stressors. Jackson earned his [...]
November 4, 2025
Bella Nadolski
As a Client Service Associate, Bella 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, Bella is able to provide our clients with worry-free solutions to some of their daily stressors. Bella earned her [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne 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. [...]
October 7, 2025
Alex Eppard
As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data [...]
October 7, 2025
Jose Ramos
As a Client Service Associate, Jose 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, Jose is able to provide our clients with worry-free solutions to some of their daily stressors. Jose attended Gonzaga University [...]
October 7, 2025
Ken Lin
Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Ken works with our [...]
August 11, 2025
Annie Heller
(Pronouns: she/her/hers) As a Client Service Associate, Annie works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Annie works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Annie is [...]
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