Our Team

Meet Our Team

Kyle McMahill

Teams

  • Wealth Management

Locations

  • Bellevue

Roles

  • Client Services
  • Wealth Strategy Group

Kyle McMahill, FPQP™

Senior Client Service Associate

After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance.  Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity.

Kyle’s concentration in finance and passion for industry learning was the perfect foundation needed for his client services role at Coldstream.  He enjoys working closely with the team on complex client requests and gaining insight into the different aspects that surround wealth management.

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.

THE MOST TREASURED THING I OWN

My Belgian Beer Stein, that I bought in Brussels to commemorate my semester studying in Europe.

ONE PIECE OF ADVICE

Be courageous – you miss 100% of the shots you don’t take.

HOBBIES

I’m a huge sports fan!  My favorite baseball team is the Washington Nationals and I try to catch a game when I visit home on the East Coast. I also enjoy hiking, traveling, and spending time with family in Virginia.

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.