Our Team

Meet Our Team

Alexandra Lambert


  • Team Shemeta


  • Seattle


  • Client Services
  • Executive Team

Alexandra Lambert

Director of Client Service

(Pronouns: she/her/hers)

With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. Clearly an analytical maven, she loves puzzles and solving problems – especially when numbers are involved.


A football signed by the 0-12 UW Husky team. To say I’m a loyal WSU Coug is an understatement.


When in doubt, don’t. My dad shared this with me when teaching me to drive and passing on two lane highways. It applies to a lot of things in life, but it comes to mind for me in today’s cyber-security environment. When in doubt, don’t click a link, don’t open an attachment, don’t give out personal information, etc.


Outside of work I spend a lot of my time chasing my two young children around, going on small family hikes, cooking (and eating!), and traveling when possible.  I enjoy spending time friends and family and supporting the local Washington sports team:  Sounders, Mariners, Seahawks and WSU (sorry UW, you didn’t make the list).


Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • March 8, 2024

    Balancing Act: Women, Work, and Wealth Management

    How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...]

    Katie MietusAlexandra Lambert
    Contributions from: Katie Berntson, CFP®, Alexandra Lambert, Larissa Vidal, CFP®
  • 529 savings plan

    September 6, 2022

    10 Most Common Questions About 529 Savings Plans

    529 Savings Plans are tax-advantaged accounts used to pay for qualified education expenses. Contributions are typically invested in target-date funds, gradually shifting toward a more conservative allocation as the beneficiary nears college age. You may be considering a 529 for your child, grandchild, or another family member. Here are some of the more common questions [...]

    Katie MietusHeather KesslerAlexandra Lambert
    Contributions from: Katie Berntson, CFP®, Heather Kessler, CFP®, Alexandra Lambert