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Coldstream Wealth Management
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Roger Reynolds
President of the Board of Directors, Co-Founder
Malinda Top
Centralized Client Service Manager
Ian Curtiss
Wealth Manager
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
+ 13 more
Ashley Anderson
Senior Client Service Associate
Austin Gormley
Portfolio Administrator
Benjamin Spector
Client Service Associate/ Portfolio Administrator
Brady Hasenberg
Client Service Associate
+ 9 more
July, 2023 - present
May, 2022