As a Client Service Associate, Michael works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Michael’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Michael is able to provide our clients with worry free solutions to some of their daily stressors.
Michael graduated from Seattle Pacific University with a bachelor’s degree in financial economics. Prior to joining Coldstream, Michael was a freelance technical writer for 3 years. Some of his writing topics included: robotics, satellite lenses, space-age materials, and tech equipment like night vision goggles.
Michael looks forward to starting his finance career in the wealth management space and making a positive impact on the lives of our clients.
MOST TREASURED THING I OWN
My Martin acoustic guitar.
ONE PIECE OF ADVICE
Don’t overlook the importance of genuine connections and caring about people. When you truly care about someone, it shows.
I am often playing classical guitar, working out, scuba diving (just not in Washington), and hiking the Olympics and Cascades. My #1 hiking recommendation in Washington is Upper Lena Lake.