Lindsay Hessel

Pronouns (she/her/hers)

As a Senior Client Service Associate, Lindsay works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Lindsay is able to provide our clients with worry-free solutions to some of their daily stressors.

Lindsay has almost ten years’ experience in tech startups from early stage through acquisition, account management, customer education and contract renewals. At her most recent position at a fintech startup, Lindsay worked with new retirement savers. Lindsay is excited to continue her financial career at Coldstream and work closely with the clients we serve. Lindsay earned her bachelor’s in journalism from the University of Oregon and her master’s in economics from Portland State University. Lindsay holds her FINRA Series 65 & 66 licenses.

THE MOST TREASURED THING I OWN

The hand painted Greek vase my husband and I bought from an artist in Delphi on our 2023 trip to Greece. It’s based on the dolphin fresco from Gnossos and is a beautiful reminder of our adventures.

ONE PIECE OF ADVICE

Every person you meet can tell you something you don’t know.

HOBBIES

I love to hike in Washington Park with my husband and our retired sled dog. I have also studied ballet since I was five.