Insights
Team: Wealth Management
June 3, 2025
Nick Rodwick
(Pronouns: he/him/his) As a Senior Client Service Associate, Nick 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, Nick is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
June 3, 2025
Jesse Sigrist
As a Senior Wealth Management Associate, Jesse aids clients with high-priority tasks and processes client-directed requests. Jesse makes up part of the client service team and collaborates with Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are put into motion. Jesse is detail-oriented, [...]
June 3, 2025
Brian Hefele
Brian serves as a trusted partner to clients, guiding them through the complexities of wealth management with care and precision. He develops customized financial strategies designed to support long-term success and personal fulfillment. Brian also coordinates closely with each client’s broader advisory team- including legal, tax, and insurance professionals- to ensure a cohesive approach. His [...]
June 3, 2025
Jeff Gates
As a Wealth Manager, Jeff is responsible for helping clients identify and achieve their financial goals by creating customized, comprehensive wealth management plans that fit their unique needs. Jeff collaborates closely with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Jeff [...]
June 3, 2025
Nicholas Running
(Pronouns: he/him/his) As an Associate Wealth Manager, Nicholas 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 [...]
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker 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, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
March 21, 2025
Jack Gardner
As a Senior Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 9, 2025
Jay Guard
As a Wealth Manager, Jay provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. [...]
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