Our Team

Experience The Power Of Collaboration

Working together, our team is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual strength represented and each professional expertise provided is made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.

Using this time-tested approach, we harness the power of collaboration to provide client-first service and sound advice to all our clients. It also makes our journey together fun and helps foster an enduring future for all.

Meet Our Team

Choose Your Location

Tukwila WA

BEN ALLEN-WHITE

Client Support Services Associate

Bend OR

KRISTIN ARTMAN

Client Relationship Manager

Seattle WA

SANDRA BARNES

Client Relationship Manager

Bend OR

AMBER BILLETER, CFP®

Financial Planner

Bellevue WA

AIDEN BOCSERI

Client Relationship Manager

Atlanta GA, Bellevue WA

EDWARD BRADLEY, CFP®, ChFC®

Partner, MWA, LLC
Financial Planner, RJFS

Tukwila WA

NHAT BUI

Senior Associate Financial Planner

Tukwila WA

JOANN BYERLY

Client Support Services Associate

Seattle WA

REMI CALOZZA

Associate Financial Planner

Tukwila WA

THY CHU

Client Relationship Manager

Tukwila WA

REBECCA CRIMMINS

Client Relationship Manager

Bellevue WA

PHIL CROW

Compliance Officer, MWA, LLC
Registered Principal, RJFS

Tukwila WA

CATHIE FELIX

Client Relationship Manager

Atlanta GA, Tukwila WA

BRIAN FREDERICK, CFP®, CIMA®

CIO, Partner, MWA, LLC
Financial Planner, RJFS

Bellevue WA

SHANEL KONZELMAN

Client Relationship Manager

Atlanta GA, Langley WA

TYREL LACEY, CFP®, ChFC®

Financial Planner

Bellevue WA, Bend OR, Tukwila WA

DEVIN LOUGHLIN, CFP®, ChFC®, RICP®

Financial Planner

Atlanta GA, Tukwila WA

BRANDON MATTHEWS

Client Relationship Manager

Bellevue WA, Langley WA

TREVOR Y. MARSTON

Senior Associate Financial Planner

Bellevue WA

CAITLIN MEURET

Operations Coordinator

Bellevue WA

VANDANA NAIR

COO, MWA, LLC,
Branch Associate, RJFS

Seattle WA

RORY O’SULLIVAN, CFP®

Private Wealth Advisor

Bend OR

MEGAN PALMER

Client Relationship Manager

Bellevue WA

MEGAN PARKER

Staff Accountant, MWA, LLC
Branch Professional, RJFS

Caldwell ID

LISA PETTINATO

Client Relationship Manager

Bellevue WA

BRADY REDINGTON, CFP®

Financial Planner

Tukwila WA

ANDY RODGERS, CFP®, ChFC®

Financial Planner

Bellevue WA

JAMES SCHACHT, CFP®

Senior Associate Financial Planner

Tukwila WA

JAY SEE

Compliance Officer, MWA, LLC
Registered Principal, RJFS

Caldwell ID

CHRIS SELVAR, CFP®

Financial Planner

Langley WA

ANNA O’SHEA, ChFC®, ADPA®

Senior Associate Financial Planner

Atlanta GA, Bellevue WA, Tukwila WA

MARTA SHEN, JD, CPA, CFP®

Financial Planner

Bellevue WA, Langley WA

KEVIN SKOGEN, CFP®, ChFC®

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

Tukwila WA

TIFFANY SOLACK

Human Resources Manager, PHR

Bellevue WA

BRENT SOLOWAY, ChFC®

Financial Planner

Bellevue WA

KYLE SPITZER, CFP®

Senior Associate Financial Planner

Bellevue WA

RYAN STRECKER

Associate Financial Planner

Bellevue WA, Langley WA

JEREMY TAYLOR, CFP®, ChFC®

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

Bellevue WA

DENISE TREAT

Ops & Development Coordinator, MWA, LLC,
Registered Sales Assistant, RJFS

Atlanta GA, Bellevue WA, Tukwila WA

STEPHEN URBROCK, MBA, AAMS™, CFP®

Financial Planner

Bellevue WA

ALICIA WEBB

Client Relationship Manager

Langley WA

MACK WRIGHT

Client Relationship Manager

Your Plan, Your Dream, Your Future.
Your Wealth Management Team.

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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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