Our Team

Meet Our Team

Teams

  • Tax & Consulting
  • Wealth Management

Locations

  • Seattle

Roles

  • Wealth Manager

Erika Allen, CPA, PFS

Wealth Manager, Coldstream Wealth Management

Partner, Coldstream Tax & Consulting

As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a Partner of Coldstream Tax & Consulting, Erika provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind.

Prior to Coldstream, Erika worked as an audit associate at Ernst & Young LLP, then at Peterson Sullivan LLP as a senior manager, focusing on nonprofit and public company clients. Erika managed audit teams and client relationships, while also regularly presented to the board of directors. Erika worked at Harrison Berkman Claypool & Guard, PLLC, a family-focused CPA firm that merged into Coldstream in 2025, first as a Senior Manager then as a Partner. Erika worked concurrently at HBC Financial Services, PLLC, the wealth management side of the house that also merged into Coldstream in 2025.

Erika earned her Bachelor of Arts and Business Administration in Accounting from the University of Washington and earned her Master’s in Professional Accounting (MPACC). She is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

THE MOST TREASURED THING I OWN

Mastercraft Prostar 205 performance waterski boat – so many happy days spent on the water chasing the glass water with my family.

ONE PIECE OF ADVICE

Markets look like a heartbeat when you zoom in on a short period of time – lots of ups and downs. Investing, however, is a long-term activity, make sure to zoom out and focus on the direction of the market over the long term.

HOBBIES

Adventuring and being outdoors with my husband and two daughters. I love snow and water skiing, hiking and backpacking, cycling, boating and swimming, traveling and especially exploring foreign countries.