A co-founder of Coldstream, Roger specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families. Roger also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability. Prior to helping co-found Coldstream, Roger was a Principal and Portfolio Manager with Seafirst Investment Counselors in Seattle, WA. After serving in the U.S. Navy in both an active and reserve status, Roger earned his Bachelor of Science degree in Finance, with an emphasis in Investments, from California State Univers