Jocelyn Stephens, FPQP®

(Pronouns: she/her/hers)

As a Senior Client Service Associate, Jocelyn aids clients with time sensitive tasks and processes client-directed requests. Jocelyn makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Jocelyn is committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

Jocelyn received her Bachelor of Science degree from Boise State University in chemistry. Prior to joining Coldstream, Jocelyn worked a variety of roles in healthcare before shifting her attention to wealth management. She played Division 1 soccer in college where she developed her leadership, communication, and teamwork skills. Jocelyn looks forward to starting her career in the financial services industry.

Financial Paraplanner Qualified Professional™ and FPQP^® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

MOST TREASURED THING I OWN

Family scrapbooks! My mom and grandma make scrapbooks for all sorts of things – family trips, baby books for my brother and I, wedding books, sports memories and I love that I can look back at so many family memories!

ONE PIECE OF ADVICE

You miss 100% of the shots you don’t take. This is generally thought of as a sports quote, but I find that it applies to many other life situations.

HOBBIES

Spending time with family and friends, running, skiing, and playing soccer. I also love watching sports – my favorites are soccer, football, hockey, and golf.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.