These three personal attributes, espoused by Tim Sanders to win business and influence friends in the book Love is the Killer App, is a succinct way to boil down the corporate life of Roger Reynolds.  Roger, a principal partner in Coldstream Capital and the host of C3 Leader’s next Just Business Roundtable, is an example of the adage, “Faith beats fear, greed isn’t good and nice guys finish first.”

Roger is the self-proclaimed “Core Values Cop” of Coldstream Capital Management, a financial and wealth advisory company in Bellevue’s Old Town.  When Roger read Love is the Killer App, he took it to heart, as reflected in Coldstream’s core values:  Integrity and Trust; Client-Centric; Thirst for Learning; Team; Financial Sustainability.  He believes any good company should be a contributor to — not a consumer of — relationships, and it shows in remarkable ways in his organization.

To put feet to this client-centric philosophy, Coldstream hosts a series of fun activities appropriately titled “Connecting Through Coldstream.”  The activities include things like skiing (instructor provided), High Tea at the Sorrento, a trip to a shooting range, wakeboarding with a tournament pro, fly fishing with a guide…you get the idea.  And the thrilling part of these activities:  They are designed to provide an enjoyable opportunity for  friends of the firm to network with each other.  No effort is made to market Coldstream, but to generously share their relationships in a congenial setting that can promote friendships, trust and connection.

Connecting Through Coldstream is just one example of how Roger and Coldstream Capital stand out in generosity.  Since 1991, Roger has been involved with the Outdoors For All Foundation, a year-round adaptive recreation program for people with disabilities in Washington and is a past President of the Board of Directors . He is also a Past President of Young Entrepreneurs’ Organization (EO).

Personally, Roger served 7 years in the Navy, is married with three lovely children, is active in several outdoor activities, builds furniture, donates lots of non-profit time and runs, with a great leadership team, a remarkably successful business.

Recommendation:  Attend the JBR at Coldstream on May 1st!