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Langley, WA

About Us

A financial planner, much like the mainspring of a watch, offers the balance, coordination, and precision needed to manage your finances effectively. In addition to financial planning, our comprehensive wealth management approach coordinates various financial components like cash flow, investing, insurance and estate planning to work together seamlessly. This includes partnering with CPAs and attorneys to provide clients with the most comprehensive solutions.

Just as a mainspring powers a watch’s movement, a financial planner with wealth management expertise empowers your financial journey, fostering the longevity and growth of your wealth.

Legacy Partners

Robert and Kiyoko Taylor

Founders of the Robert Taylor Financial Planning Division, Robert and Kiyoko retired at the end of 2015. Robert spent 25 years building relationships and friendships, upholding high standards and values, and dedicating himself to his clients. Robert is now living with his lovely wife, Kiyoko, in Japan.

Community Involvement

The Langley Office is committed to South Whidbey’s community.  Our goal is to be a conduit of impact for our local community—being a good steward to our clients, their families, and all impacted by this place we call home– through direct and indirect work: preserving, sustaining, and nurturing the land and people that live here and those to come.

Meet Our Team in Langly, WA

Our focus is on individuals who seek tax-efficient gifting strategies both during their lifetime and for their legacy planning. We provide advanced tax planning solutions, not only for immediate tax relief but also for the long-term tax implications of your financial decisions. We help you mitigate taxes today and ensure that your financial choices now align with your future long-term goals.

Langley, Atlanta

TYREL LACEY, CFP®, ChFC®

Financial Planner

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Bellevue, Langley

TREVOR Y. MARSTON

Senior Associate Financial Planner

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Langley, Atlanta

ANNA O’SHEA, ChFC®, ADPA®

Senior Associate Financial Planner

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Bellevue, Langley

KEVIN SKOGEN, CFP®, ChFC®

CEO, Partner, MWA, LLC,
Financial Planner, RJFS

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Bellevue, Langley

JEREMY TAYLOR, CFP®, ChFC®

President, Partner, MWA, LLC,
Financial Planner, RJFS

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Langley

MACK WRIGHT

Client Relationship Manager

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Contact Us

Langly, WA Office:

Our wealth management team provides expert financial guidance for individuals and families. We focus on long-term tax planning, considering the lasting effects of current financial decisions. Our customized solutions, regular reviews, and estate planning expertise promote financial well-being and wealth growth. We prioritize empowering clients with financial knowledge to make informed decisions for a prosperous future.

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Locations

BELLEVUE, WA OFFICE: 11400 SE 8th Street Suite #260 Bellevue, WA 98004

T: 425.274.2429

F: 425.777.4941

ATLANTA, GA OFFICE:
3500 Lenox Rd NE Suite #1500 Atlanta, GA 30326

T: 404.564.9090

F: 404.564.9091

BEND, OR OFFICE:
25 NW Irving Ave Bend, OR 97703

T: 541.330.7590

F: 541.749.2729

CALDWELL, ID OFFICE:
717 South Kimball Ave, Suite #100A Caldwell, ID 83605

T: 208.455.7803

F: 208.455.7816

LANGLEY, WA OFFICE:
221 2nd Street Suite #5 Langley, WA 98260

T: 360.341.1415

F: 360.341.1455

SEATTLE, WA OFFICE:
2236 32nd Ave W Suite A Seattle, WA 98199

T: 206.556.3693

F: 206.212.3868

TUKWILA, WA OFFICE:
6840 Fort Dent Way Suite #160 Tukwila, WA 98188

T: 206.433.1700

F: 206.433.1702

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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