As a Senior Wealth Management Associate, Jewels works side-by-side with Wealth Managers and Portfolio Managers to ensure our clients financial picture is in focus. Jewels enjoys building personal relationships with the families we serve and understanding their short- and long-term goals. She memorializes those goals and creates a plan to ensure they are achievable. Her primary goal is to serve as an advocate for our clients and formulate worry-free solutions. Jewels graduated from Western Washington University with a Bachelor of Arts degree in Finance and Minor in Economics. Prior to joining Coldstream, Jewels worked as an Associate Advisor Analyst with Brighton Jones. She holds her FINRA Se