This JBR event featured Coldstream Capital, one of the more respected and successful financial services companies in the area.

Coldstream’s services include independent wealth management, comprehensive financial planning, customized investment portfolios, family office services, employer sponsored retirement plans and endowments and foundations, but Roger seems to light up when his Disabled Advisory Services (DAS) are mentioned.  Roger is president of the board of Outdoors For All (a leading nonprofit providing adaptive instruction in outdoor recreation for people with physical, developmental and sensory disabilities) and has been involved there since 1991.  This interest led him to develop the DAS initiative within Coldstream.

Attendees were enlightened and challenged by Roger’s view of professionalism, integrity and community service.