Wendy joined the Coldstream Holdings family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Throughout the years, Wendy has been an important member of the team and has branched out into her newest role as a Client Services Associate. Wendy’s prior experience in scheduling client meetings, booking travel arrangements, finalizing client contracts, and staying on top of daily correspondence have been instrumental in working with the families we serve.
As a Client Services Associate, Wendy works side-by-side with Wealth Managers to execute client requests and make sure their financial picture is up to date. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Wendy is able to provide our clients with worry free solutions to some of their daily stressors.
Wendy graduated from Brigham Young University in 1981 with Bachelor of Arts degree in Interior Design. She and her husband have raised 4 children here in Bellevue area. As a California transplant of 38 years, she considers Washington her home.
THE MOST TREASURED THING I OWN
Relationships: My family, my 3 adorable grandchildren and many treasured friendships.
ONE PIECE OF ADVICE
“Don’t miss the forest for the tree”. Don’t become so focused on what is right in front you, that you miss all the good things around you and ahead of you.
When not working, I find great enjoyment in gardening, cooking, enjoying the beauty of the Northwest, traveling, reading, spending time with family.