As an Associate Wealth Manager, Ian is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. Finances can be a major source of anxiety for many people and Ian loves being able to alleviate that burden for the clients we serve.

Ian earned his Bachelor of Administration in Economics from Seattle Pacific University. He has over 7 years of financial services experience and earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) credentials in 2019. His diverse work experience has exposed him to much of the wealth management industry and allowed him to work closely with clients in the past. Ian is part of the new cohort of Associate Relationship Managers at Coldstream and looks forward to continuing his career servicing clients in this capacity.

Firm Description

Coldstream is an employee-owned, independently operated wealth management firm. We’ve been earning the trust of and giving peace of mind to high-net-worth clients since 1996. Our advisors are fiduciaries, meaning we are obligated to put your interests ahead of our own.

Our commitment to providing transparent and objective advice starts with learning about your financial and lifestyle goals. From there, we create an investment strategy and guide you step-by-step through the entirety of the wealth management process, always striving to provide clarity and comfort during what can often be a complicated journey.

We go above and beyond for our clients. Why? Because when you choose to work with us, you’re entrusting us to guide your family. The trust you place in us means everything, and we do not take our responsibility lightly.

OVER 25 YEARS OF SERVICE

We are proud to serve our clients for over 25 years. This represents over 25 years of showing up for our clients, their kids and their kids’ kids. It’s also over 25 years of helping families like yours reach their goals, whether it’s buying a dream home, having a loved one graduate from college or being able to retire early. It’s been an honor to serve you for the last 25 years, and we can’t wait to see what we can accomplish together over the next 25.

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