I strive to build a deep relationship with our clients so that I can understand their unique financial situations and goals. I am constantly working to find ways to improve our clients’ overall financial picture. From retirement planning to estate planning there are always new things to learn and apply. My job is to focus on these things so that our clients can have the freedom to focus on their passions.
I believe that financial planning can make a substantial impact in the lives of my clients. When you know that what you do can make a difference, you will work hard to ensue you show up and do your best every day.
I also want to set a good example of work ethic and fulfillment in your career for my son.
I am fortunate to live in beautiful Central Oregon and I try to enjoy all that it has to offer. My husband, son and I enjoy spending time with our dogs, walking, watching my son play sports and spending time together. I also love volunteering at my son’s school and with other local charities, whenever I get the opportunity.
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
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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