A CLOSE-KNIT TEAM

WITH FAR-REACHING EXPERIENCE

When Marta Shen first established Spring Street Financial in 1997, she wanted to bring a fresh approach to financial planning that was warmer, more personal and more connected to individuals seeking savvy guidance; in a manner that transcended the staid approach of yesteryear.

Her philosophy is reflected today in the highly experienced, accomplished and credentialed group of financial professionals you will find here – impassioned people who not only collaborate, but thoroughly enjoy doing so. Our intention is to put you at the very center of this relationship, where all our passion, wisdom and experience are working for you in a fresh, new and exciting way.

Meet Your Team

Spring Street Team Photo

Marta L. Shen, JD*, CPA*, CFP®

Senior Vice President,
Wealth Management

A.K. Mashhoon, CFP®, CRPS

Vice President,
Wealth Management

Milic Zecevic, MBA
 

Financial Advisor
Investment Portfolio Specialist

Ashley J. Simpson
 

Client Service
Associate

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GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

+


NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

+


DIVERSELY CAPABLE

Credentialed across
multiple disciplines

+


A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

+


HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

+


THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

+

GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE