The Mainspring Journey
The Mainspring family was created by many years of hard work and we have formed something we think is truly special. Through strategic partnerships and expanded growth, we now have the ability to help our clients in the most comprehensive way possible. Here are some of the many milestones and highlights that led us to where we are today.
Following a remarkable career of over 35 years in financial planning, Marta Shen retired in 2025. Her leadership, compassion, and commitment to holistic planning helped shape both her clients’ lives and the Mainspring Community.
After more than two decades serving clients in Seattle’s Magnolia neighborhood, Caroline Alabach retired in 2024. Her thoughtful, relationship-centered approach left a lasting impact on the clients and community she cared for so deeply.
Team of 41 employees and 8 office locations in WA, OR, ID and GA.
We opened our office in Bend, OR as a part of the succession plan for Linda Zivney of Zivney Financial Group. Linda has a great team that currently works with her and joined the Mainspring family.
In her quest to find a team that would form part of her ultimate succession plan, Marta Shen, was introduced to our team in late 2021 and within a few quick weeks, both parties realized that there was perfect alignment of their values and commitment to the clients. In early spring, the new Mainspring Office in Atlanta was established as a part of a multiyear transition plan.
After many years of engagement with Jayne and Russ Arbon, we opened our first out of state office in Caldwell, Idaho to facilitate their retirement. Jayne and Russ Arbon have served their community for many decades as Arbon Financial Group, LLC. Russ continued to work with our Team to facilitate the transition.
New team is established In the Idaho office.
Team of 21 employees and 5 office locations in Washington State.
Financial Advisor Caroline Alabach joined Mainspring Wealth Advisors as we opened a new branch in the Magnolia neighborhood of Seattle.
After a successful 33-year career of educating and caring for clients, we had the opportunity to meet Carolyn Christoferson and her team in Everett, WA. Looking to spend more time with her aging parents, Carolyn retired soon after, and we continue serving her clients with the same level of care and friendship.
Mainspring now operates out of three offices in Bellevue, Burien, and Langley with eleven advisors and ten support staff.
Robert and Kiyoko achieved their retirement dream in December. We merged with Robert Taylor’s office in Langley, WA.
Cox Financial and Mainspring merger is official. The firm gradually moved to the Mainspring Wealth Advisors’ brand.
Kevin, Jeremy, Ed, Tyrel, Brent and Kelli left MetLife and opened doors to Mainspring Wealth Advisors with Raymond James.
Kevin Skogen, Jeremy Taylor, Brent Soloway, Ed Bradley, and Tyrel Lacey began process of due diligence to leave MetLife and started a new wealth management firm called Mainspring Wealth Advisors.
Mainspring Legacy
We Recognize the Contributions of All Who've Come Before
We are where we are today because of the efforts of those who came before us. That’s why we believe it’s important to acknowledge their impact on our lives and on the lives of the clients they served.
Marta Shen
Marta Shen devoted more than 30 years to helping clients plan for their financial security and well-being, work she often described as her life’s calling. A JD, CPA, CFP®, Marta was deeply committed to thoughtful planning, integrity, and empathy, both for her clients and for the future of her practice. When the time came to thoughtfully plan her own succession, Marta sought a firm that reflected her values of collaboration, humility, and care. She found that alignment in Mainspring Wealth Advisors, where she merged Spring Street Financial to ensure her clients would continue to receive the high-level, values-based guidance they deserve. As a Legacy Partner, Marta takes pride in entrusting her clients to a team she knows will serve as capable and compassionate co-pilots in their next chapters. In retirement, Marta looks forward to traveling, giving back to her community, and enjoying more time focused on what matters most.
Caroline Alabach
Caroline has spent more than 26 years in the Magnolia neighborhood of Seattle living and taking care of the financial needs of her clients. Her career began with Edward Jones. In 2018 Mainspring opened their Magnolia office location to allow her to continue to serve her clients in the neighborhood as well as throughout the U.S. Caroline immersed herself in learning and understanding her client’s lifestyles and needs which helped her to creatively develop a plan to help them achieve their goals. In retirement, Caroline will spend her free time traveling, usually to a wine region or tennis tournament, gardening, and exercising.
Linda Zivney
Russ and Jayne Arbon
Tia Sanidad
Carolyn Christoferson
Robert and Kiyoko Taylor
Cox Financial
