The origins of our team began at the turn of the century when Scott Haley and Judy Mansfield decided to join forces while with A.G. Edwards and Sons, Inc. What started as a way to maximize resources and talents to best serve clients became the model for our practice, founded on teamwork, and always focused on doing what is right for our clients. As our business grew and the needs of our clients became more complex, the team expanded with the addition of both Jason Koptish in 2006 and Scott Glaze in 2009. In 2015, we added our newest advisor Nick Shedd. Throughout the years our team has been supported by the same core support staff of Ellen Satchell, Sarah Haley, and Linde Reed.
After several mergers including Wachovia Securities and Wells Fargo Advisors, the team decided the best path forward was as an independent company solely focused on meeting the ever changing needs of our clients. We created Mainsail Wealth Advisors, LLC and opened our doors on September 27th, 2013. After extensive research, interviews, and planning, Mainsail Wealth Advisors, LLC chose to align with Raymond James Financial Services. Raymond James provides all of our custody services, technology, back office support, and compliance.
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service.
We are honored each day to serve the clients who have chosen to partner with us and invite you to visit us and see why we truly are different.