Coldstream Wealth Management
Jordan L. is a knowledgeable wealth management professional currently serving as a Wealth Management Associate at Coldstream Wealth Management since September 2021, having previously held roles as Senior Client Service Associate and Client Services Associate. Experience includes a finance internship at Northwestern Mutual in mid-2020, where Jordan assisted in financial advising and investment analysis. Prior to these positions, extensive customer service experience was gained at the YMCA of Greater Seattle and The Club at Snoqualmie Ridge, as well as as a ski instructor at Summit at Snoqualmie. Jordan holds a Bachelor's degree in Business Finance and Economics from Pacific Lutheran University, completed in 2021.
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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.”