Mike Martin started the firm after years in management at H&R Block. He is a Registered Financial Consultant, an Accredited Tax Advisor, and also an Enrolled Agent licensed to represent individuals in tax hearings before the IRS. He helps clients see that both the tax and investment aspects of their finances are up to par, so they can save as well as earn.
Laurie Martin joined her father, Mike, in the family business as a financial advisor in 2015. Having been a practicing attorney since 2004, Laurie brings a unique perspective and valuable experience to the firm and our clients. As an advisor, she works with clients to help them develop and achieve their personal financial and estate planning goals. She also enjoys serving as a central resource for her clients, helping them navigate and plan for life events that affect their finances, such as marriage, retirement, death and divorce.
Brett joined the firm in 2010
CERTIFIED FINANCIAL PLANNER®
Brett has joined Mike as an advisor with the firm. Brett passed the CFP® exam in 2012, a grueling 10 hour exam that encompasses all aspects of the financial planning process. He now works with clients to develop financial plans and strategies designed to meet their unique needs.
Haven "Kelly" Jackson comes to our firm with an extensive business background. Kelly has owned and operated several service businesses before deciding to focus on financial services. His experience in running businesses will be extremely valuable to helping our clients with complex investment needs.