Our Team

Meet Our Team

Katie Quick

Teams

  • Team Rosenbaum

Locations

  • Portland

Roles

  • Wealth Manager
  • Wealth Strategy Group

Katie Quick, CFP®

Associate Wealth Manager

(Pronouns: she/her/hers)

Katie believes a great financial plan begins by understanding the complexities surrounding one’s financial life. Her experience as a CERTIFIED FINANCIAL PLANNER allows her to ask questions that may have been previously overlooked for a comprehensive, holistic approach. With a passion for advocacy and education, she strives to approach client relationships with efficiency, creativity, flexibility, and stability.

As an Associate Wealth Manager, Katie is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. She works hand-in-hand with clients and their trusted advisors (CPAs, attorneys, trustees) to ensure no stone is left unturned in the creation of an effective and meaningful wealth management strategy.

“My biggest sense of accomplishment comes from knowing I’ve helped a client reach a deeper peace of mind. To me, there is no greater satisfaction than witnessing a client’s goals come to fruition and watching their confidence blossom.”

Katie is a true problem solver with a special eye for the details. She graduated from Portland State University Honors College with a double major in economics and French. Katie holds the professional designation of Certified Financial Planner and holds Life, Health, and Variable Line Insurance Licenses in the State of Oregon.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

It would have to be a tie between photos of family and friends, and a handful of small family heirlooms.

ONE PIECE OF ADVICE

Progress can happen in big chunks, but I find more regularly that it happens in small, incremental achievements over time. It’s important to continue asking questions, and to be open to trying new ideas or opportunities.

HOBBIES

Outside of the office I am a brunch and coffee enthusiast, enjoy a good boardgame night, and frequently find myself outside—preferably hiking, at the beach or in my garden. My true happiest state is when I am travelling! I also dedicate time each month for volunteering, with focuses on issues affecting the houseless and LGBTQ communities.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management 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.

Recent Article Contributions

  • How to Avoid Medicare Premium Surcharges

    October 11, 2023

    Beware of IRMAA: How to Avoid Medicare Premium Surcharges

    Halloween overlaps with Medicare open enrollment, which in 2023 is happening between October 15th and December 7th. In the spirit of this festive season filled with ghosts, goblins, and ghouls, we want to warn you of another unwelcomed visitor that may spook you: IRMAA surcharges on your Medicare premiums (queue eerie music)! Read on to [...]

    Katie Quick
    Contributions from: Katie Quick, CFP®
  • June 14, 2023

    Diversified Estate Planning for LGBTQ+ Families

    When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...]

    Katie Quick
    Contributions from: Katie Quick, CFP®
  • February 1, 2023

    Reflecting on 2022’s Respect for Marriage Act: How does it impact the lives and finances of American same-sex marriages?

    On December 13, 2022, the Biden Administration passed the Respect for Marriage Act. Thinking about our clients who are impacted, we wanted to offer perspective on what this means today and for the future. To provide context, let’s look at the relevant legal history of the subject over the past few decades: The Defense of [...]

    Alex SchrempfKatie Quick
    Contributions from: Alex Schrempf, Katie Quick, CFP®, Rich Merrifield, CFP®, AIF®