Our Team
Meet Our Team
Teams
- Tax & Consulting
- Wealth Management
Locations
- Seattle
Roles
- Client Services
Kaileigh Loughery
Office Administrator, Coldstream Tax & Consulting
Client Service Associate, Coldstream Wealth Management
(Pronouns: she/her/hers)
As an Office Administrator, Kaileigh manages all front desk operations. Aside from greeting clients and visitors in our Seattle office, Kaileigh closely interacts with team members. As a Client Service Associate, Kaileigh works side-by-side with Wealth Management Associates and Wealth Managers to process new client and account paperwork, maintain our database, and coordinate time sensitive tasks. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kaileigh is able to provide our clients with worry-free solutions to some of their daily stressors.
Kaileigh graduated from Bellevue College with a Bachelor of Political Science. She has previous work experience as an administrator, a legal clerk, and a secretary. Kaileigh looks forward to continuing her career at Coldstream and working closely with the clients we serve.
MOST TREASURED THING I OWN
My Dog Dolce
ONE PIECE OF ADVICE
Double check, and then triple check.
HOBBIES
Outside of Coldstream, Kaileigh enjoys hobbies such as shopping, boating, and art.