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Coldstream Wealth Management

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Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important t... Read more

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Roger Reynolds' profile picture
Roger Reynolds
President of the Board of Directors, Co-Founder
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Roger Reynolds

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Alison Hudders
Director Of Marketing
Erika Yelle's profile picture
Erika Yelle
Chief Compliance Officer
Aams® James L. Moore Cmfc®'s profile picture
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
Ethan Luxton's profile picture
Ethan Luxton
Senior Client Service Associate
Jordan L.'s profile picture
Jordan L.
Wealth Management Associate
Josh Harris' profile picture
Josh Harris
Wealth Manager & Managing Director, Corporate Development
Tara McDonald
Director Of Human Resources
Matt Sonnen
Chief Operating Officer
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