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.
CAROLINE ALABACH JOINS MAINSPRING WEALTH ADVISORS
Financial Advisor Caroline Alabach joins Mainspring Wealth Advisors as we open a new branch in the Magnolia neighborhood of Seattle.
First Financial and Mainspring merger is official.
April – Negotiations begin to merge
Negotiations begin to merge First Financial and Mainspring Wealth Advisors.
January – Mainspring Update
We now have three offices, eleven advisors, and 10 support staff.
December – Robert and Kiyoko retire
Robert and Kiyoko achieve their retirement dream.
January – Mainspring + Robert Taylor in Langley, WA
Mainspring merges with Robert Taylor’s office in Langley, WA.
Fall – Mainspring + Robert Taylor
Negotiations heat up on an acquisition of Robert Taylor’s office by Mainspring to allow Robert and Kiyoko to pursue their retirement dream.
July – Mainspring + Cox Financial
Cox Financial and Mainspring merger is official. The firm will gradually move to the Mainspring Wealth Advisors’ brand.
May – Mainspring Meets Robert Taylor
Chuck Cox introduces Robert Taylor to Mainspring team over dinner at National Conference in Washington, D.C.
September – Mainspring Meets Carolyn Christoferson
Carolyn meets Kevin, Jeremy and Brian for first time at conference in Carmel, CA.
Fall – Preliminary Negotiations with Cox Financial
Brian, Kevin, and Jeremy begin preliminary negotiations with Chuck Cox on what a potential partnership might look like.
August – Mainspring Wealth Advisors Opens Doors
Kevin, Jeremy, Ed, Tyrel, Brent and Kelli leave MetLife and open doors to Mainspring Wealth Advisors with Raymond James.
Birth of an Idea
Kevin, Jeremy, Brent Soloway, Ed Bradley, and Tyrel Lacey begin process of due diligence to leave MetLife and start a new wealth management firm called Mainspring Wealth Advisors.
Carolyn starts her company “First Financial Advisory Group, LLC”.
Brian Frederick joins Cox Financial
Brian Frederick leaves MetLife and joins Chuck Cox at Cox Financial.
Mainspring Partners Connect
Kevin, Jeremy, and Brian start financial careers at The Financial Planning Division of MetLife within six months of each other.
Chuck Cox + Raymond james
Chuck Cox leaves bank and starts his own office with Raymond James in Burien.
Robert taylor + Raymond James
Robert Taylor leaves bank and starts his own office with Raymond James in Langley.
Robert meets Chuck Cox for the first time and professional friendship develops.
Carolyn leaves the brokerage world and goes independent.
Carolyn Christoferson begins career in Financial Services industry.
Chuck Cox starts in the financial industry.