June 5, 2015
There has been a lot of growth and change over the last couple of years here at Mainspring. We started with one location and eight team members. We now have three locations and well over 20 members of the Mainspring family. Through these times of growth and expansion, we’ve never lost focus of what matters most — our clients — and providing them with top notch service. Because of that, we’re adding to our team once again. I’d like to share some updates and make introductions:
Tia Sanidad has joined us in the role of Director of Operations. She has extensive experience managing the operations of a firm with multiple offices in the Pacific Northwest. Tia is the perfect fit to ensure not only that we are operating efficiently from a staffing/service perspective, but that we continue to comply with today’s ever changing regulatory world. Many of us have worked with her in the past, and we are excited to be reconnected here at Mainspring.
In our Burien office, we recently celebrated Linda Carleton’s “retirement.” While she will be enjoying some well-deserved R&R, we are fortunate that she decided to stay on part-time. Her new schedule will allow her to spend more time together with her family at their cabin, yet we’ll continue to have access to her vast knowledge and expertise. As part of this transition, we are pleased to announce that Amanda Caballero will take over the leadership role in our account service department. She is a tremendous asset and is making a huge impact in her new role. Finally, we are excited that Joann Byerly will now be working with us on a full time basis. She joined us earlier in the year with a background in banking and is thriving in her new role.
Lastly, we have added a new team member in our Whidbey Island office. Melodi Piper joins us in Langley to help continue Robert & Kiyoko’s legacy of excellent client service. As we grow our relationships on the island, Melodi will be an integral part of the team. She and her husband are longtime residents of the area and we are thrilled to have her on board.
We hope that you’ll soon have the opportunity to meet each of them.
Jeremy Taylor, CFP®, ChFC®CERTIFIED FINANCIAL PLANNERMainspring Wealth Advisors