
Our Team
Meet Our Team

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
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, Ann Marie worked at Deloitte & Touche as a CPA and Brighton Jones Wealth Management as a lead advisor.
Anne Marie 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 with my family and friends. My husband and I enjoy long gravel rides in Leavenworth and Thursday night Seward Park criterium races, while my children and I enjoy racing mountain bikes at North SeaTac and riding our tandem over the North Cascades Highway. 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! Summer is filled with swim meets at Viewridge, sailing at Sand Point and waterskiing. In the fall, I coach my daughter’s soccer team and help lead her Girl Scout troop. In the winter, I spend weekends downhill (and uphill!) skiing at Alpental with my family. And the spring is all about baseball with two boys in love with the sport!