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.
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.
Debbie has been doing tax returns since 1982, and loves seeing her returning clients year after year to catch up on family and personal life. She also enjoys reading, traveling and scrapbooking. Debbie is married to Ralph with two kids, Brandon and Holly, with three granddaughters, Ayda, Autumn, & Summer, and a grandson, Reed. Debbie is not registered with Woodbury Financial Services.
Vivian has been preparing taxes for 24 years. One of her favorite things about preparing taxes is meeting with the clients and learning new things every day. Vivian has 3 children, and 7 grandchildren. In her free time she likes to read, play MahJongg, and go to the lake. Vivian is not registered with Woodbury Financial Services.
Charlene has been preparing taxes for 38 years. Her favorite part of preparing taxes is being able to interact with her clients. Charlene has been married for 46 years, and has 42 grandchildren and great grandchildren. In her spare time she likes to spend time with her family and especially the grandchildren. Charlene is not registered with Woodbury Financial Services.
Karen has been preparing taxes since 1985. Her favorite thing about preparing taxes is helping people and getting to know her clients. Karen is married to Tracy, and has a son at home named Wade. She recently became a grandma. When Karen isn't attending her son's sporting events, she loves to crochet, read, fish for crappie, and play mahjong titans. Karen is not registered with Woodbury Financial Services.
Natallia has been preparing taxes for 8 years now, and this is her fourth season with Martin Tax & Financial Services. Her favorite thing about doing taxes is meeting all the nice people/clients. She likes the fact that she is able to learn something new every day, with the ability to improve, all the while staying current on all of the changes in laws and regulations. Natallia is married, and recently became a mom in 2015. She likes to spend all her free time playing with her new baby boy. Natallia is not registered with Woodbury Financial Services.