As a Senior Wealth Management Associate, Kevin works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. In the industry for over 9 years, he’s learned that building trust is the foundation for every relationship, and he carries that into his practice. His focus includes financial planning, asset management, insurance consultations, and implementing retirement plans.
Prior to joining Coldstream, Kevin was a Senior Associate at Seidman Capital Group where he wore many hats including new business development (investments, insurance, long-term care, company benefits), client servicing, retirement plan implementation, and financial planning.
Kevin attended the University of Washington in Seattle. He holds his FINRA Series 6, 7, 63, 65, Life, Health, Disability licenses in Washington.
MOST TREASURED THING I OWN
My farm and family.
ONE PIECE OF ADVICE
Do not let fear guide your decisions. Be proactive in what you’re striving for and take calculated risks to balance out the reward.
I’m an extreme sports and outdoor enthusiast. A capable horseman at working cattle, my hobbies also include skydiving, rock-climbing, snowboarding, scuba diving, soccer, traveling, construction, fabrication welding, and auto-mechanics.