Coldstream Wealth Management
Katie Berntson, CFP®, is a wealth manager at Coldstream Wealth Management with prior experience as a senior wealth management associate. Previously, Katie served as an associate advisor at Paracle Advisors in Seattle, Washington, and worked as a financial advisor associate at Ogorek Wealth Management LLC. Katie began their career as a financial services intern at MassMutual. Katie holds a Bachelor of Science in Business Administration and Management from the State University of New York at Oswego and completed the CFP® Certification Education Program at The American College of Financial Services.