Article provided by Edward Bradley, February 27, 2017
We are excited to share the news that Carolyn Christoferson, a Raymond James financial advisor in Everett, has joined Mainspring Wealth Advisors. Having met Carolyn at a Raymond James conference a few years ago, she identified the Mainspring team as sharing the same level of commitment and dedication to client-centric advice and selected us to enhance the financial planning and investment management services she provides her clients.
According to Carolyn,
“As our industry continues to change, it has become apparent that my clients and my practice, as well as my staff, would benefit greatly from being part of an established firm. The team at Mainspring Wealth Advisors has a dedicated operations and compliance team to help support what we already have in place. In addition, they also have an experienced investment committee and a financial planning unit dedicated to building comprehensive plans for our clients. From an advice and service perspective, this partnership will bring a larger team with diverse backgrounds and specialties.”
We also welcome Registered Sales Assistants, Denise Treat and Anna Shea to Mainspring. Denise has spent the last 20 years managing the Everett office and Anna oversees day-to-day client services.
As Mainspring continues to grow and evolve, one thing will always remain the same: our commitment to providing the best advice and counsel to our clients. We look forward to continuing that promise as we add Everett to our existing locations in Bellevue, Langley, and Burien.
To learn more about Carolyn, Denise, and Anna, visit Our Team.
We look forward to sharing our news with you in person.