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June 2023 – Mainspring Cares 2023
June 9, 2023, marked another successful day of Mainspring Cares, the all-firm volunteer program at Mainspring Wealth Advisors. Each year
June 3, 2023
By building strong relationships with our clients that allow us to understand how we can best help them achieve their financial goals. My goal is that our clients can consult with me on any financial questions they may have.
Helping a client achieve something that they didn’t think was possible. Whether it be retiring sooner than they planned, helping their kids buy a home, or taking a dream vacation, it brings me joy to see clients enjoy the benefits of good financial planning.
I enjoy spending my time with family and friends throughout the Puget Sound area. You can usually find me doing something sports or music related. I love playing golf, watching the Mariners and Seahawks, and going to concerts.
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.
June 9, 2023, marked another successful day of Mainspring Cares, the all-firm volunteer program at Mainspring Wealth Advisors. Each year
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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