Ann Loomis

(Pronouns: she/her/hers)

As a Client Service Associate, Ann works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful, and with her background in improving customer service and operations teams, Ann understands the importance of being client-focused and takes pride in providing worry-free solutions to help ease their daily stressors. She looks forward to continuing her financial career at Coldstream and contributing to a team dedicated to supporting clients’ goals.

Ann earned her bachelor’s in global studies from the University of Washington.

THE MOST TREASURED THING I OWN

Pictures of my Grandparents and my mother’s accordion.

ONE PIECE OF ADVICE

Listen with empathy; seek to understand and then be understood. Demonstrate grace for others and yourself.

HOBBIES

Outdoor activities, painting pottery, fusing and slumping glasswork.