WE’RE HONORED TO SERVE YOU
We Work As A Team
Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.
This holistic, collaborative approach to service was designed to give you confidence knowing that you have a whole team of experts in your corner. Our client service teams are organized by the last name of the team lead, as follows:
- Team Cervantes – Joe Cervantes, Rich Merrifield, Nina Rose
- Team Fitzwilson – Kevin Fitzwilson, Kurt Biederman, Vince Lee, Hilary Clark, Gunnar Ildhuso
- Team McCracken – Rachel McCracken, Mark Pellegrino, Norman (Skip) Bell, Becky Wilcox, Vonie Bright
- Team Paracle – Duane Duim, Anne Marie Stonich, Claudina Campbell, David Bigelow, David McIntosh, Ej Brink, Heather Kessler, Josh Harris, Kyle Larson
- Team Reynolds – Roger Reynolds, Ian Curtiss
- Team Rosenbaum – Mark Rosenbaum, Kim Rosenberg
- Team Shemeta – Elaina Shemeta, George Pierce
Disclaimer: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®