Coldstream Wealth Management

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Jordan Travis is a financial advisor at Coldstream Wealth Management in Seattle, WA. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Balcom Investments and Trueform, as well as positions at Northwest University and the Northshore Youth Soccer Association. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified, tax-managed portfolios with access to a broad range of alternative investments and affiliated services.

Ethan Luxton is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, he worked at Umpqua Bank and held various roles including at Ace Hardware and United Parcel Service. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based investment approach that includes diversified portfolios, tax-managed strategies, and access to alternative investments and third-party managers.

David Powers Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Coldstream Wealth Management in Bellevue, WA since 2014. Coldstream Wealth Management is a 100% employee- and director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers portfolio management, financial planning, family advisory, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

David Christian is a CFP® and holds a Series 66 license, with 13 years of experience in the financial advisory industry. He joined Coldstream Wealth Management in 2025 after spending 11 years at Cable Hill Partners, LLC. He is based in Portland, OR. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs about 165 advisors, offering a range of portfolio management and financial planning services supported by team-based investment guidance and access to diverse alternative investment options.

Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.

Arthur Winston III is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wayfinding Financial, Bank of America, Merrill, Clear View Construction, and Voya Financial Advisors. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach with diversified portfolios tailored to client-specific policies and offers a broad range of services including portfolio management, financial planning, and retirement plan advisory.

James Guard III is a financial advisor at Coldstream Wealth Management with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, where he has worked since 2007. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs a team-based approach to portfolio management, incorporating diversified strategies and access to various alternative investments and affiliated services.

Katelyn Spangler is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Coldstream Wealth Management in Portland, OR, where she has worked since 2021. Prior to that, she spent six years at Rosenbaum Financial. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs a team-based investment approach supported by an internal Investment Strategy Group, offering diversified portfolios with access to a range of alternative investments and affiliated services.

Simran Bajaj is a financial advisor at Coldstream Wealth Management with eight years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Private Ocean and MyICON. Bajaj also operated a financial services business marketing to realtors under Prudential from 2008 to 2011. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolio management, financial planning, and access to alternative investments and affiliated services.

Richard Merrifield II is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2011 and has held roles at Pacific West Financial Consultants, Inc. and Pacific West Securities, Inc. since 2009. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers portfolio management, financial and retirement planning, family advisory services, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Elizabeth Anderson is a financial advisor at Coldstream Wealth Management with a Series 65 credential and experience beginning in 2024. Prior to joining Coldstream, she worked at FTI Consulting in multiple roles between 2019 and 2023. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs a team-based investment approach supported by an internal Investment Strategy Group, offering diversified portfolios including alternatives and tax-managed strategies.

Alicia Follmer is a financial advisor at Coldstream Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch for 16 years. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios that include tax-managed equities, alternatives, and access to third-party sub-advisors.