Meet the Team | Coldstream Wealth Management
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OUR TEAM

We work in dedicated teams to best serve our clients, so we hire team players:

people who are among the best and brightest at what they do but always put your success first.

 

Our five client service teams are organized by the last name of the team lead, as follows:

 

Team Cervantes – Joe Cervantes, Rich Merrifield, Nina Rose  Team Reynolds – Roger Reynolds                  Team Pierce – George Pierce, Elaina Shemeta, Brian Vowinkel  Team Fitzwilson – Kevin Fitzwilson, Kurt Biederman, Vince Lee, Hilary Clark  Team McCracken – Rachel McCracken, Mark Pellegrino, Norman (Skip) Bell, Becky Wilcox, Vonie Bright

OUR TEAM

We work in dedicated teams to best serve our clients, so we hire team players:

people who are among the best and brightest at what they do but always put your success first.

 

Our five client service teams are organized by the first and last name of the team lead, as follows:

 

Team JC – Joe Cervantes, Rich Merrifield, Nina Rose

Team RR – Roger Reynolds

Team GP – George Pierce, Elaina Shemeta    

Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee

Team RM – Rachel McCracken, Mark Pellegrino, Norman (Skip) Bell, Becky Wilcox

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  • Ascent Capital
  • Team Pierce
  • Team Cervantes
  • Team Fitzwilson
  • Team Reynolds
  • FIT INSURANCE
  • Investment Strategy Group
  • Management
  • Bellevue 100
  • Bellevue 500
  • Board of Directors
  • Lake Oswego
  • Rainier Group
  • Seattle
  • Team McCracken

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?

© 2020 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.