I work closely with the financial advisors and the leadership team of the practice in managing our business strategy as well as implementing and monitoring projects that are aimed at improving the overall performance of the team and client experience.
I am challenged to learn and absorb all the different aspects of the industry and, in doing so, strive to create the structures and processes within the firm to deliver experience clients deserve every time we interact. I enjoy caring for our clients and remain focused on working alongside their financial advisors to keep them on track and help them pursue their clients’ financial objectives.
Most of my time outside of work is spent with my husband and two very active kids. We love to travel and experience new cultures and cuisines. Our friends are an extension of our family, and we always look forward to spending quality time with them. I also try to find time to volunteer in the public-school system and other community initiatives.
BELLEVUE, WA OFFICE: 11400 SE 8th Street Suite #260 Bellevue, WA 98004
T: 425.274.2429
F: 425.777.4941
CALDWELL, ID OFFICE:
717 South Kimball Ave, Suite #100A Caldwell, ID 83605
T: 208.455.7803
F: 208.455.7816
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Mainspring Wealth Advisors, LLC is an investment adviser registered in the State of Washington but does not provide any services or offer any investment advice. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Mainspring Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. The adviser may not transact business in states it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering personalized investment advice for compensation, will not made without registration or exemption.
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