Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Mercer Island
Roles
- Board of Directors
- Executive Team
- Wealth Manager
- Wealth Strategy Group
Anne Marie Stonich, CFP®, CPA
Chief Client Experience Officer
(Pronouns: she/her/hers)
Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager.
As the firm’s Chief Client Experience Officer, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this role, she collaborates with Coldstream’s professional teams to implement and fine-tune company-wide best practices to ensure a top-flight and consistent wealth management experience for clients – including financial planning, investment advisory, tax and estate planning, and insurance solutions.
In working with clients as a Wealth Manager, Anne Marie strives to simplify complex financial and investment issues, believing the approach makes discussions more interesting and engaging and leads to better collective decisions.
Before joining Coldstream, she co-founded Paracle Advisors, where she implemented her long-held philosophy that financial advisors can, and should, do more for families than simply provide advice about their investments. In 2021, Paracle merged with Coldstream, thanks to the firms’ shared service culture and professional compatibility. Before co-founding Paracle, Anne Marie worked at Deloitte & Touche as a CPA and Brighton Jones Wealth Management as a lead advisor.
Anne Marie sits on PURE Insurance’s Subscribers Advisory Committee (SAC). As a SAC member, she helps provide oversight on PURE’s company financials and operations, to ensure they are meeting their obligations to insurance policy holders. Anne Marie’s experience as Chief Wealth Strategist also allows her to provide insight into the insurance solutions high-net-worth clients need.
She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, and holds her Series 65 Uniform Investment Adviser license. Anne Marie graduated from the University of Washington with an accounting degree.
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.
THE MOST TREASURED THING I OWN
The idea of Bike to Work month!
ONE PIECE OF ADVICE
I believe honesty and transparency are the most important aspects of our business. Building trust with the families we serve and empowering our clients to make confident financial decisions is only successful in an environment where there is no question about motives and the clients’ best interests always come first.
HOBBIES
I love cycling and skiing with my family and friends. My husband and I enjoy long gravel rides and mountain biking in the sunshine. During the winter, we enjoy skiing downhill (and uphill!) and heading out on family ski tips with our three teenagers. Weekends are currently filled with high school football, baseball, water polo and lacrosse tournaments. I love commuting to work on what I describe as the “best bike commute ever,” and I am proud of how much our office rallies for “Bike to Work” month!
COLDSTREAM SHAREHOLDER
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
June 4, 2025
Watch Coldstream’s Q2 2025 ISG Webinar
Clients don’t often see the behind-the-scenes examination and analysis in which Coldstream’s Investment Strategy Group (ISG) engages as part of their regular evaluation of the market landscape. The firm’s periodic ISG webinars offer an opportunity to dig into some more detailed conversations and insights around the market, the economy, the outlook for investors, and the [...]Contributions from: Bryan P. Shipley, CFA®, CAIA®, Anne Marie Stonich, CFP®, CPA, Scott Schuler, CFA®, James Walsh, CFA®, MBAMay 29, 2025
Washington State Tax Changes: What Affluent Families and Business Owners Need to Know
On May 20, 2025, Washington State Governor Bob Ferguson signed a $78 billion state operating budget into law, significantly expanding state spending on public services, education, childcare, and early learning. To fund these initiatives, the Washington State Legislature passed several major tax reforms that will affect many of the state’s high-income residents, business owners, and [...]Contributions from: Anne Marie Stonich, CFP®, CPAMay 27, 2025
Your Microsoft Layoff Roadmap: Seven Smart Financial Steps to Take Now
Being laid off—especially from a company like Microsoft—can be both jarring and full of unknowns. Whether your next chapter is another tech role, a sabbatical, or something entirely new, the financial decisions you make now can set the tone for your long-term security and flexibility. Here are seven smart financial steps to take if you’ve [...]Contributions from: Anne Marie Stonich, CFP®, CPAJune 4, 2025
Watch Coldstream’s Q2 2025 ISG Webinar
Clients don’t often see the behind-the-scenes examination and analysis in which Coldstream’s Investment Strategy Group (ISG) engages as part of their regular evaluation of the market landscape. The firm’s periodic ISG webinars offer an opportunity to dig into some more detailed conversations and insights around the market, the economy, the outlook for investors, and the [...]Contributions from: Bryan P. Shipley, CFA®, CAIA®, Anne Marie Stonich, CFP®, CPA, Scott Schuler, CFA®, James Walsh, CFA®, MBAMay 29, 2025
Washington State Tax Changes: What Affluent Families and Business Owners Need to Know
On May 20, 2025, Washington State Governor Bob Ferguson signed a $78 billion state operating budget into law, significantly expanding state spending on public services, education, childcare, and early learning. To fund these initiatives, the Washington State Legislature passed several major tax reforms that will affect many of the state’s high-income residents, business owners, and [...]Contributions from: Anne Marie Stonich, CFP®, CPAMay 27, 2025
Your Microsoft Layoff Roadmap: Seven Smart Financial Steps to Take Now
Being laid off—especially from a company like Microsoft—can be both jarring and full of unknowns. Whether your next chapter is another tech role, a sabbatical, or something entirely new, the financial decisions you make now can set the tone for your long-term security and flexibility. Here are seven smart financial steps to take if you’ve [...]Contributions from: Anne Marie Stonich, CFP®, CPAJune 4, 2025
Watch Coldstream’s Q2 2025 ISG Webinar
Clients don’t often see the behind-the-scenes examination and analysis in which Coldstream’s Investment Strategy Group (ISG) engages as part of their regular evaluation of the market landscape. The firm’s periodic ISG webinars offer an opportunity to dig into some more detailed conversations and insights around the market, the economy, the outlook for investors, and the [...]Contributions from: Bryan P. Shipley, CFA®, CAIA®, Anne Marie Stonich, CFP®, CPA, Scott Schuler, CFA®, James Walsh, CFA®, MBAMay 29, 2025
Washington State Tax Changes: What Affluent Families and Business Owners Need to Know
On May 20, 2025, Washington State Governor Bob Ferguson signed a $78 billion state operating budget into law, significantly expanding state spending on public services, education, childcare, and early learning. To fund these initiatives, the Washington State Legislature passed several major tax reforms that will affect many of the state’s high-income residents, business owners, and [...]Contributions from: Anne Marie Stonich, CFP®, CPAMay 27, 2025
Your Microsoft Layoff Roadmap: Seven Smart Financial Steps to Take Now
Being laid off—especially from a company like Microsoft—can be both jarring and full of unknowns. Whether your next chapter is another tech role, a sabbatical, or something entirely new, the financial decisions you make now can set the tone for your long-term security and flexibility. Here are seven smart financial steps to take if you’ve [...]Contributions from: Anne Marie Stonich, CFP®, CPA
