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Cain Kohl Martin

Advisor at MB Gen Wealth — Spokane, WA

Updated today

Credentials

Series 65

Experience

3 years

Location

Spokane, WA 99201-6021

MB Gen Wealth logo

MB Gen Wealth

Supported

Total advisors

3

Clients per advisor

40 Typical

Avg AUM per client

$3,312,162 Very High

HNW client ratio

60% Very High

About

Cain Martin is a financial advisor at MB Gen Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of his advisory role, Martin owns Ray Baker Golf, LLC, a golfing apparel manufacturing and distribution company. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction and manages approximately $404 million in assets.

Client services

Based on MB Gen Wealth

Financial planning Portfolio management

Expertise

Based on MB Gen Wealth

Tax-loss harvesting Roth conversion strategy Wealth management

Occupation focus

Based on MB Gen Wealth

Founder/Business Owner Retired

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Fee options

Other

Account minimum: $500,000

Location

Spokane, WA

111 S. Post Street, Suite 2250

Spokane WA 99201-6021

Advisors at this office

3

Most active in

Hawaii · Texas · Washington

Work history

3 years of industry experience

Ray Baker Golf, LLC

2025 - Present • 1 year

Spokane, WA

MB Generational Wealth

2023 - Present • 3 years

Spokane, WA

Charles Schwab

2021 - 2023 • 2 years

Austin, TX

The Golf Club at Blackrock

2021 - 2021 • 1 year

Coeur d'Alene, ID

The St. Bernard

2020 - 2021 • 1 year

Sandpoint, ID

Old World Deli

2019 - 2019 • 1 year

Bellingham, WA

Kalispell Golf & Country Club

2017 - 2017 • 1 year

Spokane, WA

Student

2016 - 2020 • 4 years

Bellingham, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maxim M

CFP®, Series 66

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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