Our Team

Meet Our Team

We Work as a Team

Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.

Alex Schrempf

Business Development Associate
Alexandra Lambert

Director of Client Service
Austin Gormley

Portfolio Administrator
Anne Marie Stonich, CFP®, CPA

Chief Client Experience Officer
Calm Qi

Associate Portfolio Manager
Becky Wilcox, CFA®, MBA, FRM®

Wealth Manager
Colby Stirrat, CFP®, CIMA®

Associate Wealth Manager
David Bigelow, CFP®, MBA

Wealth Manager

Employees

Shareholders

CFPs®

CFA® Charterholders

CPAs®

Offices

Disclaimer: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®

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