As Director of Advisor Engagement my role goes beyond ensuring a smooth transition of Financial Advisor teams to our firm and encompasses facilitating a quality advisor experience in all aspects of service delivery which then translates into a higher quality client experience.
Sports have always played an important part in my life. The ability to work on a team where we must overcome obstacles, achieve goals, and grow together, drives me. The relationships I build in my role is the most rewarding aspect of my day to day.
My life outside of work is spent with family and friends. It could be golfing, going to the beach, attending a concert, or cheering on my Florida State Seminoles. If there are good people around, it will have been worth it. In my personal time, I also enjoy fitness, landscaping and trying new foods.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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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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