HOME OUR TEAM EVENTS MAINSPRING EXPERIENCE BLOG KNOWLEDGE CENTER CONTACT US CLIENT ACCESS 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. CAROLINE ALABACH Financial Planner EDWARD BRADLEY, CFP®, CHFC® Financial Planner JOANN BYERLY Client Support Services Associate LINNAE COGHLAN Client Relationship Manager REBECCA CRIMMINS Client Support Services Associate CATHIE FELIX Client Relationship Manager BRIAN FREDERICK, CFP®, CIMA® Chief Investment Officer, MWA LLC Financial Planner, RJFS DIANA JOHNS Client Relationship Manager SHANEL KONZELMAN Client Relationship Manager TYREL LACEY, CFP®, CHFC® Financial Planner SHANE LARSON, CFP® Senior Associate Financial Planner DEVIN LOUGHLIN, CFP®, CHFC®, RICP® Financial Planner VANDANA NAIR Chief Operations Officer, MWA LLC Branch Associate, RJFS RORY O'SULLIVAN, CFP® Senior Associate Financial Planner LISA PETTINATO Client Relationship Manager BRADY REDINGTON, CFP® Senior Associate Financial Planner ANDREW RODGERS, CFP®, CHFC® Financial Planner CHASE SALLADE Director of Transitions, MWA, LLC. Operations Manager, RJFS JAMES SCHACHT, CFP® Senior Associate Financial Planner JAY SEE Compliance Officer, MWA LLC Registered Principal, RJFS CHRIS SELVAR, CFP® Financial Planner ANNA SHEA Senior Associate Financial Planner KEVIN SKOGEN, CFP®, CHFC® Chief Executive Officer, MWA LLC Financial Planner, RJFS BRENT SOLOWAY, CHFC® Financial Planner JEREMY TAYLOR, CFP®, CHFC® President, MWA LLC Financial Planner, RJFS DENISE TREAT Senior Client Relationship Manager Registered Sales Assistant, RJFS ALICIA WEBB Client Relationship Manager JESSIE ZHU, CPA Staff Accountant, MWA, LLC Branch Professional, RJFS 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. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals. 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. TIA SANIDAD Tia Sanidad was more than the COO of Mainspring; Tia was a fiercely loyal friend and incredible colleague. Tia passed away due to complications from cancer in June 2021 and her loss is immeasurable. We are all committed to honoring her memory and adding to her legacy as we strive to live to her ideals. Her impact will continue to be felt by Mainspring and all that we serve. CAROLYN CHRISTOFERSON Carolyn Christoferson built a successful practice while fostering strong client relationships during her 33-year career as a financial advisor. Wanting to share the gift of financial fundamentals, she taught retirement planning courses at local colleges for more than 20 years. Retiring in 2020, Carolyn appreciates the freedom to care for her parents and is enjoying traveling with her daughter. ROBERT AND KIYOKO TAYLOR Founders of the Robert Taylor Financial Planning Division, Robert and Kiyoko retired at the end of 2015. Robert spent 25 years building relationships and friendships, upholding high standards and values, and dedicating himself to his clients. Robert is now living with his lovely wife, Kiyoko, in Japan. COX FINANCIAL Chuck Cox is the Founder of Cox Financial. His impact and the culture of our practice will continue to be influenced by what he created. Our affiliation with Raymond James is a choice that we’re proud of, and gives us the best foundation to serve our clients in an objective environment. 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. © 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use