Our Team

Meet Our Team

Karla Renee

Teams

  • Disability Advisory Services
  • Wealth Management

Locations

  • Bellevue

Roles

  • Client Services

Karla Renne

Client Service Associate

As a Client Service Associate, Karla focuses on connecting with clients through seamless, clear communication, timely responses, and providing accurate information to their daily questions. Karla’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through her proactive nature, Karla aims to anticipate client needs and working to create worry-free solutions for tasks that arise.

Prior to joining Coldstream, Karla worked for Marriott Hotels for 28 years and delivered superior customer service. Karla’s passion for customer service is undeniable! We appreciate having her on the team with a “can-do” attitude and always stepping up to assist where help is needed.

THE MOST TREASURED THING I OWN

My husband (although I don’t ‘own’ him) and my cats Monkey and New Kitty. Also, my Christmas ornament collection from all around the world, passed down from generation to generation.

ONE PIECE OF ADVICE

“Don’t go to work to work, go to work to be excellent in your career and to care about the people around you.” – Horst Schulze

HOBBIES

I enjoy spending my time reading, crafting, and socializing with friends. On rainy Seattle days (which there are many), I like walking with my family in the rain.