Ashleigh Roth

(Pronouns: she/her/hers)

As a Client Service Associate, Ashleigh works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Ashleigh is able to provide our clients with worry-free solutions to some of their daily stressors.

Ashleigh was born and raised in the Pacific Northwest, including her time at Seattle Pacific University, where she gained an undergraduate degree in psychology. She began her career in non-profit fundraising, working in donor engagement, event coordination, and data management. She has also managed her own small concierge business for the last four years. Ashleigh is excited to use her skills in relationship building and exceptional client service at Coldstream.

THE MOST TREASURED THING I OWN

My guitar, which my mom bought me when I was in my tweens.

ONE PIECE OF ADVICE

Emotions are a crucial aspect of excellent client service. In all my professional experiences, I have learned that helping people with their emotional experience is just as important as logistics and action items.

HOBBIES

I enjoy running with my partner (preferably outside) and spending time in the gym, either rock climbing or in the sauna. At home, I love to cook, often finding time to host friends and family for movie nights and themed gatherings.