Our Team

Meet Our Team

Anne Stonich

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Board of Directors
  • Executive Team
  • Wealth Manager
  • Wealth Strategy Group

Anne Marie Stonich, CFP®, CPA

Chief Wealth Strategist & Board of Directors

(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 Wealth Strategist, 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

  • August 14, 2023

    Getting The Most From Your Microsoft Benefits

    Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. Equity Awards Your annual grants of Microsoft shares can support short-term cash flow needs or long-term goals, such [...]

    David Mcintosh
    Contributions from: David McIntosh, CFP®, Anne Marie Stonich, CFP®, CPA
  • May 23, 2023

    Weighing the Pros and Cons of Rolling Over Your 401k to an IRA

    Rolling over a 401k to an IRA can be a wise decision, but it is important to weigh the pros and cons before doing so. While a 401k is a retirement plan sponsored by employers that allows employees to save and invest a portion of their paycheck on a tax-deferred basis, an IRA is a [...]

    Contributions from: Anne Marie Stonich, CFP®, CPA
  • March 22, 2023

    Life as a Venn Diagram

    Our Wealth Strategy Group recently held a Women and Wealth networking event at our Bellevue office location. We gathered together to share stories, further develop relationships within the firm, and foster a better understanding of the path women face in developing their professional careers. We invited Heather Redman as our featured guest and asked her to [...]

    Contributions from: Anne Marie Stonich, CFP®, CPA