“They say that we don’t remember the days, but we remember the moments. I’m grateful for the many special moments you allowed me to share with you. Together, we’ve explored what it truly means to be wealthy —and we’ve learned that it goes far beyond money. Wealth in time, relationships, health, and purpose matter just as much.
With Mainspring Wealth Advisors, I could not have found a more caring and capable group to entrust you with, to be your co-pilots in the next chapters of your financial journey. Over the past 30 years, it has been one of the greatest honors of my life to serve as your financial advisor.
Thank you, from the bottom of my heart, for being such an important part of my journey — and for letting me be part of yours. Here’s to all the moments still ahead!”
– Marta Shen
After more than 35 years of dedicated service in the financial planning industry, Marta Shen is officially retiring, leaving behind a legacy of excellence, compassion, and innovation. Marta’s journey began with a strong foundation in law and accounting, and she earned her credentials as a JD, CPA, and CFP®. This unique combination of expertise enabled her to approach wealth management holistically, blending technical precision with a deep understanding of her clients’ personal goals. Throughout her career, Marta has been a trusted advisor to professionals, business owners, and families, guiding them through complex financial decisions with clarity and confidence.
Marta’s impact extended far beyond her client relationships. She served as Past President of the Financial Planning Association of Georgia. She held leadership roles on the Raymond James Women’s Advisory Council and Pride Financial Advisor Network, where she championed diversity and inclusion within the financial services industry. Her advocacy for the LGBTQ+ community and her commitment to empowering women in finance have inspired countless professionals. Marta’s approach was always rooted in empathy and education – helping clients not only preserve wealth but also achieve meaningful life goals, from retirement security to philanthropic endeavors. It has been a trust pleasure her me to work with someone as intelligent, hard-working, and dedicated as Marta. She has been my coach and colleague for more than 20 years and has shared her wisdom so I can follow her example in serving our clients.
As Marta steps into retirement, she leaves behind a thriving practice and a team prepared to carry forward her mission of holistic financial planning. Her career reminds us that success is measured not only in number but in lives touches and futures secured. Marta plans to spend her retirement giving back to her community, traveling, and enjoying time with loved ones. While her professional chapter closes, her influence will continue to resonate through the clients she served and the advisors she mentored. Congratulations, Marta, on an extraordinary career and a well-deserved retirement!
– Stephen Urbrock
