Rachel McCrakern grew up in a single parent household where there were zero career guidance and no financial education. After she became a mother, Rachel got serious about her career and learned about personal financial management for the first time. Once she sat in her first finance class for her MBA, she fell in love with investments and never looked back. Rachel has dedicated her career to helping clients understand their personal financial goals and how to achieve them. She likes working with every generation of the family and is thrilled when she can provide people with practical financial knowledge, so they are empowered by, and not afraid of, their money. 

Rachel 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 nine professionals, focusing on growth, career development, and excellent client service. https://www.coldstream.com/team-members/rachel-mccracken/

Tiffany R. Gorton is the founder and owner of Gorton Pacific Law PLLC.  Her practice focuses primarily on the areas of estate planning, taxation, probate, and trust administration matters.  Tiffany enjoys working with individuals and families to create foundational estate plans as well as working with clients to plan for potential capital gains, federal gift tax, and estate tax issues.  Tiffany is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the Estate Planning Council of Seattle and a member of Washington Women in Tax. She has served as the president of the Washington State Bar Association Tax Section and as a member of the Executive Committee of the Washington State Bar Association Real Property Probate and Trust Section. She is a frequent lecturer and author on estate and trust disputes, estate planning, and trust and probate issues.