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Mainspring Wealth Advisors
Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of its clients moving forward. The firm provides comprehensive...
Mainspring Wealth Advisors
Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of its clients moving forward. The firm provides comprehensive financial planning and personalized wealth management, connecting investments, risk management, tax strategies, and estate planning. It serves individuals and families, business owners, pre-retirees, and retirees with professional guidance tailored to each situation.
General information
Firm type
Multi Family Office
Principals
Kevin Skogen
CFP®, ChFC® — CEO, Partner, MWA, LLC, Financial Planner, RJFS
Jeremy Taylor
CFP®, ChFC® — President, Partner, MWA, LLC, Financial Planner, RJFS
Brian Frederick
CFP®, CIMA® — CIO, Partner, MWA, LLC, Financial Planner, RJFS
Vandana Nair — COO
MWA, LLC, Branch Associate, RJFS
Edward Bradley
CFP®, ChFC® — Partner, MWA, LLC, Financial Planner, RJFS
Phil Crow — Compliance Officer
MWA, LLC, Registered Principal, RJFS
Jay See — Compliance Officer
MWA, LLC, Registered Principal, RJFS
Amber Billeter
CFP® — Financial Planner
Tyrel Lacey
CFP®, ChFC® — Financial Planner
Andy Rodgers
CFP®, ChFP®, CEPA® — Financial Planner
Stephen Urbrock
MBA, AAMS®, CFP®, ABFP® — Financial Planner
Caitlin Meuret — Business Services Manager
Tiffany Solack — Human Resources Manager
PHR
Frequently asked questions
What is the regulatory status of Mainspring Wealth Advisors?
Mainspring Wealth Advisors is registered as an investment adviser with the appropriate state or federal securities regulator. RIAs must file Form ADV with the SEC or state authorities, disclosing the firm's business practices, fees, conflicts of interest, and disciplinary history. This public filing provides transparency not required of private family offices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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