Jasmin Garcia

Apr 26, 2024 | coldstream.com | Jasmin Garcia

USA Today released their list of Best Financial Advisory Firms of 2024. Coldstream is proud to be ranked #41 in their overall rankings and #14 in their rankings of firms with over $5 billion in AUM. We are honored to help high-net-worth individuals and their families achieve financial peace of mind. View the full list of rankings here. For more information on the methodology of the survey, please view this pdf.

Feb 6, 2024 | coldstream.com | Jasmin Garcia

We welcome Janelle Anderson and David Lehman for Ep 61!  Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating Officer with Wealthbridge Advisors, headquartered in Lake Oswego, OR.

Jan 16, 2024 | coldstream.com | Jasmin Garcia

Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is the Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She also has her Financial Paraplanner Qualified Professional (FPQP®) certification.

Apr 25, 2021 | coldstream.com | Jasmin Garcia

Aug 8, 2020 | kfoxtv.com | Jasmin Garcia