Coldstream Wealth Management
Jordan Travis, MBA, FPQP®, currently serves as a Senior Client Service Associate at Coldstream Wealth Management since December 2021, following a role as Client Service Associate. Prior experience includes serving as a Financial Advisor Assistant at Balcom Investments, Inc. from October 2020 to December 2021, and as a Sales Associate at Trueform.io from December 2017 to September 2020. Jordan also gained experience as a Real Estate Intern at Windermere Real Estate in June and July 2019. Educational qualifications include a Master of Business Administration (MBA) in Business Administration and Management from Northwest University, completed in 2021, and a Bachelor of Business Administration (BBA) in Business Administration and Management along with a Bachelor's degree in General Sales, Merchandising and Related Marketing Operations from Northwest University, earned in 2020.
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.”