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IMPACT INVESTING AND HOW YOU CAN MAKE A DIFFERENCE
By Tyrel Lacey, CFP ®, ChFC® I have the opportunity to work with residents on Whidbey Island and while location is
February 1, 2021
My primary role with clients is to act as an advocate for pursuing what is most important to them. As their advocate, I enjoy working with them to put in place strategic plans that identify their goals – both big and small – and enable them to pursue those goals. As a collaborative team at Mainspring, we enjoy providing objective advice we believe both empowers the client and also fulfills what is most important to them.
In spending my time in Bellevue and leading our Langley office, I love that I don’t go to a “job.” Instead, I do what I love. Having the opportunity to wake up each morning and know that I get to help clients pursue their goals, live with financial confidence, and have a greater impact on the world, is what makes what I do each day my passion.
My time outside of Mainspring is often spent enjoying cycling, surfing, traveling, and new experiences with my friends and family. I love spending time with loved ones exploring the outdoors, hiking, or simply experiencing a new restaurant! Often on these adventures I am accompanied by my precious 3-year-old standard poodle, Ray. My favorite guilty pleasure entails an evening with friends watching the Bachelor or Bachelorette. I enjoy using my professional soccer background to give back to the local soccer community both in the PNW and in Mexico. I am also passionate about expanding the environmental impact opportunities for my clients/community and enjoy giving my time to a handful of local non-profit Boards in supporting their efforts in this space.
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.
By Tyrel Lacey, CFP ®, ChFC® I have the opportunity to work with residents on Whidbey Island and while location is
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
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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