Cain Martin is a financial advisor at MB Gen Wealth with a Series 65 credential and two years of industry experience. He previously worked at Charles Schwab and is the owner of Ray Baker Golf, LLC, a golfing apparel manufacturer and distributor. MB Gen Wealth provides discretionary and non-discretionary 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 to guide asset allocation and offers services including ERISA 3(38) plan management and private investment recommendations.

David Martin is a financial advisor at MB Gen Wealth with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merriman Wealth Management, LLC and Nelson Securities, Inc. Martin is also involved with Echelon Capital, LLC, serving as a general partner in a private fund investment adviser role. MB Gen Wealth provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and cyclical analysis to guide portfolio construction and offers customized investment solutions, including the use of mutual funds, ETFs, individual securities, and third-party sub-advisors.

Andrew Bloom is a CFP®, CFA®, and Series 65 licensed advisor with 14 years of industry experience. He currently works at MB Gen Wealth in Spokane, WA, where he has been employed since 2016. Prior to MB Gen Wealth, he was associated with Merriman Wealth Management. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm uses fundamental analysis, modern portfolio theory, and cyclical analysis to guide its investment approach and offers customized portfolios with discretionary management and sub-advisor oversight.