Our Team

Meet Our Team

Glen White

Departments

  • Rainier Group

Locations

  • Bellevue

Roles

  • Affiliated Services
  • Wealth Strategy Group

Glen White

Director of Wealth Planning

Glen’s expertise is in taxation and the financial/legal structures of corporate ownership. His interest began when he acquired degrees in finance and taxation and it expanded as he served in leadership roles for numerous companies as well as as an external consultant to others. Glen’s operational and management titles have ranged from department manager to COO and his experience spans finance, taxation, operations, HR and technology. Glen serves as Director of Wealth Planning at Coldstream and is also pleased to be on Rainier Group’s executive management team, helping to establish and implement the group’s business strategy. He is the managing member of independently held Concenza, LLC, proving top-shelf directors to select private company boards.

Glen’s training includes a B.S. degree in Financial Planning and Counseling from Brigham Young University, a M.S. in Taxation from Golden Gate University, is registered with FINRA as a Broker-Dealer Financial and Operations Principal, and holds or has held other professional designations and licenses from financial services industry associations and regulatory bodies.

In his spare time, Glen enjoys eating M&Ms (plain, all other varieties are suspect), road trips, and teasing my children; preferably all at the same time.

Recent Article Contributions

  • February 13, 2024

    New Federal Reporting Requirement for Beneficial Ownership Information

    Overview: A new reporting requirement has gone into effect as of January 1, 2024, that will affect small entities operating in the US – including most corporations, LLC’s, and partnerships established by individuals for estate and financial planning purposes. Affected entities will be required to disclose their Beneficial Owners’ Information (“BOI”) to the Financial Crimes [...]

    Glen White
    Contributions from: Glen White
  • December 12, 2022

    The Latest on the Washington State Capital Gains Tax (Retroactive to 1/1/22)

    The Washington Capital Gains Tax drama continues. Earlier this year the Douglas County Superior Court held the tax unconstitutional, and the State of WA appealed to the Supreme Court. While the Supreme Court will hear arguments next month, the State of WA asked for, and received, a stay on the Superior Court’s decision. So, until [...]

    Glen White
    Contributions from: Glen White
  • August 30, 2021

    Planning for Oregon’s New State Taxes

    KEY INSIGHTS Residents of Portland, Oregon, and the surrounding area (within Multnomah County) have two new income taxes effective January 1st, 2021: The Metro Tax is a 1% personal income tax on income over $125K for single filers and $200K for joint filers. The Multnomah County Tax is 1.5% on income over $125K for single [...]

    Ian CurtissGlen WhiteVince Lee
    Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, ChSNC, Glen White, Vince Lee, CFP®, CPA