Coldstream Wealth Management
Emily Richardson is a skilled Client Service Specialist at Coldstream Wealth Management, where since October 2021, expertise in financial planning and client services has been applied to assist high net worth individuals and families. Prior to this role, Emily served as an Office Administrator and Client Service Associate, managing customer service duties and client events at the firm. Emily's experience also includes positions at Rosenbaum Financial, where insurance planning and client service responsibilities were held, and at The Rian Group Real Estate, specifically in social media management and client communication. Earlier roles at Homewood Suites by Hilton involved front desk operations and supervisory responsibilities. Emily's educational background includes a Certificate in Dental Assisting from the College of Southern Idaho and a high school diploma from Nampa Senior High School.
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Coldstream Wealth Management
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 to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”