Samra Meyer

As a Senior Client Service Associate of Coldstream Wealth Management, Samra works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Samra’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, Samra is able to provide our clients with worry-free solutions to some of their daily stressors. As Office Manager of Coldstream Tax & Consulting, Samra ensures the office is running smoothly and effectively. Her warm demeanor, ability to multi-task, and organizational skills make her a perfect fit for her role and overall, at Coldstream. She proactively resolves problems and improves workflow, so that Coldstream may provide an amazing client experience.

Samra earned her bachelor’s degree in accounting and a Certificate of International Studies in Business (CISB) from the Foster’s School of Business at the University of Washington. She is currently earning her master’s degree in management & consulting from UW as part of the Class of 2027. Prior to Coldstream, Samra spent two years as Tax Associate at PwC and worked as a Consulting Research Analyst at NewImpact, a Seattle Based Consulting startup. Samra worked at Harrison Berkman Claypool & Guard, PLLC, a family-focused CPA firm, and HBC Financial Services, PLLC, both of which merged into Coldstream in 2025.

MOST TREASURED THING I OWN

My collection of shot glasses from all the countries and states I’ve visited.

HOBBIES

In my spare time, I enjoy finding a new bakery, going to Discovery Park, medium sized concerts, traveling, and paddle boarding around Lake Union.