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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Kevin Fitzwilson
Chief Executive Officer
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Alison Hudders
Director Of Marketing
Erika Yelle
Chief Compliance Officer
Josh Harris
President, M&A
Tara McDonald
Director Of Human Resources
Matt Sonnen
Chief Operating Officer
Roger Reynolds
Team Lead & Wealth Manager
Natalie Straub
President, Wealth Management & Team Experience
David Christian
Chief Growth Officer
Anne Marie Stonich
Chief Client Experience Officer