A co-founder of Coldstream, Roger specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families. Roger also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability. Prior to helping co-found Coldstream, Roger was a Principal and Portfolio Manager with Seafirst Investment Counselors in Seattle, WA. After serving in the U.S. Navy in both an active and reserve status, Roger earned his Bachelor of Science degree in Finance, with an emphasis in Investments, from California State University, Long Beach.
Since the beginning of his career, Roger has been involved with the Outdoors For All Foundation, a year-round adaptive recreation program for people with disabilities in Washington. He is also a founding member of Northwest Next – an alumni organization for the Puget Sound Business Journal’s “40 under 40” honorees – and currently a member of the Seattle YPO/WPO chapter. Roger lives on the Eastside with his family and spends his days gardening, riding his Harley, and being an active member of the community.
Client, team, company, self. Those are the priorities we follow everyday – that is the Coldstream Way.
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.