Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client ...
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Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service.
A compassionate and sincere self-starter, Hilary joined Coldstream in late 2007 with dedication to professional and personalized client service. Soon to reach two decades of work with Coldstream, Hilary can’t imagine herself anywhere else. Hilary loves the challenge of solving the trickiest and most complex of problems for her clients across different states and continents.
Before joining the team, Hilary worked for Starbucks Coffee Company and earned her bachelor’s in communications with a minor in business from Washington State University in 2003. She is also an alumni of Delta Delta Delta Sorority.
Hilary currently lives in Kirkland with her husband, two boys, and three Maine Coon cats, Penny, Thor and Loki.
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