Meet the Team - Coldstream Wealth Management

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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.

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Team Cervantes
Team Fitzwilson
Team McCracken
Team Paracle
Team Reynolds
Team Rosenbaum
Team Shemeta
Board of Directors
Investment Strategy Group
Management
Ascent Capital
FIT INSURANCE
Rainier Group
Bellevue
Mercer Island
Seattle
Portland

Alex McBain
Private Client Services Administrator

Alex Schrempf
Business Development Associate

Alexandra Lambert
Client Team Operations Manager

Alison Hudders
Marketing Manager

Anne Marie Stonich, CFP®, CPA
Chief Wealth Strategist & Marketing Lead

Annie Duden
Team Lead at Fit Insurance Oregon

Ashley Anderson, FPQP®
Private Client Services Administrator

Becky Wilcox, CFA, MBA, FRM®
Relationship Manager

Bill Krueger
Business Development Officer

Brander Richmond, CFA, MBA
Portfolio Manager

Brian Holt
Disability Advisory Services Strategist

Chris Blakeslee, MBA
Team Lead

Chris Chung
Associate Portfolio Manager

Claudina Campbell, CFP®
Relationship Manager & Wealth Planner

Colby Stirrat
Private Client Services Associate

Courtney Gehrmann
Associate Wealth Planner

Cynthia Morales
Account Manager

Daniels Voyteshonock
Private Client Services Administrator

Darin Sevier, CRPC®
Associate Portfolio Manager

Darren Ritchie, CFA, CAIA®
Portfolio Manager

Dave Roberts, MBA
Team Lead & Board of Directors

David Bigelow, CFP®, MBA
Relationship Manager & Wealth Planner

David McIntosh, CFP®
Relationship Manager & Wealth Planner

David Powers, CFA
Portfolio Manager

Davis Karaica
Private Client Services Associate

Detlef Schrempf
Director of Business Development

Duane Duim, CFP®
Team Lead & Relationship Manager

EJ Brink, CFP®
Portfolio Manager & Relationship Manager

Elaina Shemeta, CFP®
Team Lead & Relationship Manager

Emily Hengstler
Private Client Services Associate

Emily Richardson
Front Office Coordinator

Eric Schuehle
Associate Wealth Planner

Erika Yelle
Chief Compliance Officer

Evan Fisher, MBA
Senior Vice President at Rainier Group

Frances Lee
Private Client Services Associate

George R. Pierce, CFP®
Relationship Manager

Georgian Maloy
Private Client Services Associate

Glen White
Director of Wealth Planning

Gunnar Ildhuso, CFA
Relationship Manager

Hans Krippaehne
Associate Portfolio Manager

Heather Kessler, CFP®
Relationship Manager & Wealth Planner

Heather Redman
Board of Directors

Henry Wurst
Associate Wealth Planner

Hilary M. Clark
Associate Relationship Manager & Client Team Operations Manager

Howard Coleman, JD
Chief Investment Officer & General Counsel

Ian Curtiss, CFA, CFP®
Associate Relationship Manager & Wealth Planner

Isabella Thomasian
Front Office Coordinator

James Walsh, CFA, MBA
Portfolio Manager

Jason Thonssen
Private Client Services Administrator

Jeff Skall, MBA
Business Development Manager

Joe Cervantes, CFP®, CLU®, AEP®
Team Lead & Relationship Manager

John Orehek
Board of Directors

Jordan Lau
Private Client Services Administrator

Josh Harris, CPA
Relationship Manager & Managing Director, Corporate Development

Katelyn Spangler, CFP®
Associate Wealth Planner

Katie Mietus
Associate Wealth Planner

Katie Quick, CFP®
Associate Wealth Planner

Kelsey Lichttenegger, MLIS
Client Service Operations Manager

Ken Hallack
Integration Manager

Kevin Fitzwilson
Managing Shareholder, Team Lead & Board of Directors

Kim Rosenberg, CFP®
Relationship Manager & Wealth Planner

Kiran Cunningham
Private Client Services Administrator

Kurt Biederman, JD
Relationship Manager & Wealth Planner

Kyle Larson
Relationship Manager & Wealth Planner

Kyle McMahill
Private Client Services Administrator

Lauren Te, CPA, MBA, MPAC
Controller

Marci Muhlestein
DAS Partnership Manager

Mark Pellegrino
Relationship Manager

Mark Rosenbaum
Team Lead & Relationship Manager

Melissa Franco
Client Team Operations Manager

Michael Butler
Board of Directors

Michelle Decaire
Private Client Services Administrator

Nina Rose, CFP®
Relationship Manager

Noel Sanchez, CFP®
Associate Wealth Planner

Norman (Skip) Bell
Relationship Manager

Patrick Corcorran
Senior Vice President at Rainier Group

Peter Beeson
Co-Founder and Team Lead at Fit Insurance

Phil Platt, MBA
Chief Operating Officer

Rachel McCracken, CFA, MBA
Team Lead & Relationship Manager

Rich Merrifield, CFP®, AIF
Relationship Manager & Wealth Planner

Roger Reynolds
Team Lead & Relationship Manager

Sabrina Cross
COO at Fit Insurance

Sherrill Klaver, FPQP®
Private Client Services Administrator

Sim Bajaj
Senior Private Client Services Associate

Stephanie Ogle
Private Client Services Administrator

Tara Mikosz, MBA
Director of Human Resources

Thanh Evoniuk, MSF
Private Client Services Associate

Thomas C. Knollmann
Business Development Officer

Tristan Mohn
Private Client Services Administrator

Vince Lee, CFP®, CPA
Relationship Manager & Wealth Planner

Vonie Bright, CFP®
Relationship Manager & Wealth Planner

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®.

Interested in joining
the Coldstream team?

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