Specialties
About Me
CERTIFIED FINANCIAL PLANNER™- Mainspring Wealth Advisors We help IRA/401k Millionaires & Retirees try to Reduce their Lifetime Tax Liabilities using Roth Conversions and other Tax-Advantaged Tools.
CERTIFIED FINANCIAL PLANNER™- Mainspring Wealth Advisors We help IRA/401k Millionaires & Retirees try to Reduce their Lifetime Tax Liabilities using Roth Conversions and other Tax-Advantaged Tools.
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Interests & Hobbies
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Credentials
ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
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 be made without registration or exemption. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.