Over the course of 25 years with Raymond James, I have helped our clients plan for their financial well-being, and it has been the most gratifying work I could have ever imagined. Thank you, sincerely, for allowing me the opportunity. Hopefully, our clients have been able to enter each chapter of their lives with confidence. Now it is time for me to explore my next chapter, which will include traveling, playing with my grandson, and spending time in my art studio!
After considerable thought and planning, I have stepped aside from the practice and retired. This was not an easy decision, as I will greatly miss the relationships I have built over the years, but I am excited that our good work will continue with the help of my incredible team.
Amber Billeter, Certified Financial Planner, will continue to work directly with clients in all areas of wealth management and retirement planning. Amber is a knowledgeable, honest, and hard-working professional who will always put her clients’ best interests first.
Kristin Artman will continue as creative director and expand her role as Client Relationship Manager. Kristin shares the same service-based, client-first philosophy, as she assists clients with any account servicing needs.
To ensure our practice remains strong and fully dedicated to serving our clients’ best interests, I have chosen to align with Mainspring Wealth Advisors LLC, an independent Raymond James practice out of Bellevue, Washington.
I first met the Mainspring folks at a conference many years ago, and I believe they possess the ideal professional, ethical, and cultural fit for our team. More importantly, they are individuals I absolutely trust. Aligning with a larger, well respected firm means more robust resources to help with any complex financial issues that may arise. Our premier level of service that our clients have become accustomed to will remain, if not improve, as the philosophies, processes, and portfolio/planning work at the core of our practice will stay in place.
I wholeheartedly appreciate the trust and confidence our clients have placed in me over the years and know they will be well taken care of for the next 25 years!