Our Team

Meet Our Team

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.

Alex Schrempf

Business Development Associate
Alexandra Lambert

Director of Client Service
Alisoune Lee, FPQP™

Wealth Management Associate
Anne Marie Stonich, CFP®, CPA

Chief Wealth Strategist & Wealth Manager
Austin Gormley

Portfolio Administrator
Becky Wilcox, CFA®, MBA, FRM®

Wealth Manager
Brandon McAuslen

Portfolio Administrator
Colby Stirrat, CFP®

Associate Wealth Manager
David Bigelow, CFP®, MBA

Wealth Manager

Employees

Shareholders

CFPs®

CFA® Charterholders

CPAs®

Offices

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®

We Work as a Team

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