In any client relationship, it’s important for me to understand what motivates my clients, what challenges they may be facing, and how I can help them reach their goals. A goal without a plan is just a wish. Therefore, I’d love to work with my clients and focus on portfolio construction as well as financial planning to help them prepare for the future they envision and avoid unforeseen roadblocks.
Everyday brings something new and different and that surprises is motivating me. I like learning new things that I never could have imagined I would have encountered or comprehended. I also realized the things I learn have a profound impact on how I live my life.
My time outside of Mainspring is spending time with my husband Thuong, who is an Interaction Designer at Amazon Web Services and our 2 dogs Kaley & Cookie. I enjoy singing and traveling. I have been to Singapore, Malaysia, Vietnam, Thailand, South Korea, Japan & Hong Kong.
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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