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
President of the Board of Directors, Co-Founder

Roger Reynolds

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Alison Hudders
Director Of Marketing
Erika Yelle
Chief Compliance Officer
Bryan Carr
Portfolio Manager
David Powers
Portfolio Manager
Ian Curtiss
Wealth Manager
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
Tara McDonald
Director Of Human Resources
Alexandra Lambert
Client Team Operations Manager
Sim Bajaj
Client Team Operations Manager
Matt Sonnen
Chief Operating Officer
Becky Wilcox Cfa, Frm
Wealth Manager
Cfp® David McIntosh
Wealth Manager
Vincent Lee
Wealth Manager
Brandon McAuslen
Portfolio Administrator
Calm Qi
Associate Portfolio Manager
Ashley Anderson
Senior Client Service Associate
Austin Gormley
Portfolio Administrator
Benjamin Spector
Client Service Associate/ Portfolio Administrator
Brady Hasenberg
Client Service Associate
Danielle Uemura
Senior Client Service Associate
Emily Richardson
Client Service Specialist
Ethan Luxton
Senior Client Service Associate
Ian Lung
Client Service Associate
Jordan L.
Wealth Management Associate
Jordan Travis Mba, Fpqp®
Senior Client Service Associate
Kyle McMahill
Senior Client Service Associate
Wendy Holden
Client Service Associate
Yvette Weisend
Senior Client Service Associate