Jessica Winters

(Pronouns: she/her/hers)

As a Client Service Associate, Jessica 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, Jessica provides our clients with worry-free solutions to some of their daily stressors.

Prior to joining Coldstream, Jessica worked in digital marketing and administration for 7+ years. Her experience was in industries ranging from automotive and motorcycles to chamber of commerce. Jessica also has a lifetime of event planning experience that she loves to put to use.

MOST TREASURED THING I OWN

It’s a split between a music box that belonged to my dad (his grandmother’s), and several rings that belonged to my grandmother.

ONE PIECE OF ADVICE

“Whatever it takes to finish things, finish. You will learn more from a glorious failure than you ever will from something you never finished.” ~ Neil Gaiman

HOBBIES

I’m a very crafty person, so I love knitting and crocheting. My other hobbies include cooking, traveling, reading, and drawing.