Insights
Team: Wealth Management
July 1, 2024
Katie Devranos
As a Client Service Associate, Katie creates and maintains streamlined client experiences as part of our Centralized Client Services team. She serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services team serves as our clients’ advocates, dedicated to relieving their daily stressors. [...]
July 1, 2024
Matt Sampson
Matt Sampson prides himself on ensuring his clients are in tune with the ever-changing wealth planning and investment landscape. As a Wealth Manager, Matt provides clients with investment guidance and advises in financial planning areas such as equity compensation, retirement, strategic gifting, tax planning, and exit strategy planning. He develops customized, in-depth analysis of each [...]
July 1, 2024
Melody Behnke
Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients, building personal relationships so that she can craft investment programs uniquely tailored to their objectives. Melody joined Coldstream in 2024, bringing with her financial services industry experience that spans more [...]
July 1, 2024
Yvette Weisend
(Pronouns: she/her/hers) As a Wealth Management Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, [...]
July 1, 2024
David Janec
David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]
July 1, 2024
Ryland Moore
Ryland Moore, Business Development Officer and Wealth Manager for Coldstream, has a passion for building connections and serving a greater good. His love for forging genuine relationships makes him a natural in helping people achieve their goals, whether focused on investing, philanthropy, finances, or other life pursuits. He joined Coldstream in 2024, bringing with him [...]
June 7, 2024
Erin Rottler
As a Client Service Associate, Erin 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, Erin is able to provide our clients with worry-free solutions to some of their daily stressors. Erin attended Vancouver [...]
April 9, 2024
Jake Jones
As a Client Service Associate, Jake 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, Jake is able to provide our clients with worry free solutions to some of their daily stressors. Jake attended Western [...]
March 25, 2024
Sherrill Klaver
As a Senior Client Service Associate, Sherrill aids clients by providing worry free solutions to some of their daily stressors. She works closely with Wealth Management Associates and Wealth Managers to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of, processing client-directed requests and time sensitive tasks. Sherrill is detail [...]
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