Rachel Chaffee-Kastner, MBA

As a Client Service Associate, Rachel 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, Rachel is able to provide our clients with worry-free solutions to some of their daily stressors.

Rachel holds dual master’s degrees in accountancy and business administration from Western Governors University and brings over a decade of expertise in accounting, auditing, budget management, tax services, and leadership. Her diverse industry experience spans non-profit, government, oil, fishing, aviation, and healthcare sectors. Rachel looks forward to continuing her financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

Memories

ONE PIECE OF ADVICE

Sometimes being uncomfortable in a situation is necessary to grow.

HOBBIES

Brazilian Jiu-Jitsu, MMA, Fishing, Archery, and Hiking