Julia Chung, CFP, CLU, FEA, TEP
Partner, Sr. Financial Planner
Sandi Martin, CFP
Partner, COO, Financial Planner
Karen Richardson, QAFP™
Cash Flow & Associate Financial Planner
Areas of Specialty: Cash Flow Planning, Retirement Planning
Kathryn Mandelcorn, FMA, PFP®, QAFP ™
Director, Cash Flow Strategies
Areas of Specialty: Money Coaching, Cash Flow Planning
Darryl Brown, CFA®, BComm
Director of Portfolio Strategies
Areas of Specialty: Investment Consulting,
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What We Do at Spring
To treat you as the unique person you are by listening, understanding what’s important, and working together to create your life, well spent.
- Comprehensive Financial Planning
- Retirement Income Planning
- Cross-Border Planning
- Family/Private Business Planning
- Portfolio and Cash Flow Audits
What We’re Writing
Well, it’s been a year since we came to see you last and enacted our plan and we are writing to tell you that we are DEBT FREE on November 1ST ON SCHEDULE!!!
Coming to see you, using your services, was the best decision we ever made as a couple. We can’t thank you enough. We couldn’t have done any of it without you. Thanks, Kathryn.