Broker Check

Martin Financial Group

Wealth Vision

Team

At Martin Financial Group, we believe in extraordinary service. Rather than working with just one advisor, our clients get to take advantage of the strengths of our entire staff. With our team approach, you are able to communicate with anyone in our office, and they will make certain the proper team member is allocated to meeting your request. It makes managing your financial life easier and allows you to quickly get back to what’s important in your life.

 

Michael joined Martin Financial Group in 1993 and is our LPL Branch Manager and Investment Advisor Representative. He meets with clients to help design a plan for them to pursue their goals. In addition, he also manages our...

Read more

Kelley Martin

Wealth Manager

816-891-7900

816-891-7906

Kelley founded Martin Financial Group in 1985. Over the last 28 years, he has managed millions of dollars in client investments and counseled them on their investments and retirement goals.

Read more

Melissa White

Client Service Manager

816-891-7900

816-891-7906

Melissa’s primary role as Client Services Manager is overseeing all aspects of our client experience. Much of her time is spent responding to client questions and requests. She also assists Mike with trading and portfolio...

Read more

Michelle Katzenmeier

New Client Coordinator

816-891-7900

816-891-7906

As New Client Coordinator, Michelle is in charge of opening all new accounts. She handles account transfers, provides maintenance for new and existing clients and prepares account updates for periodic client reviews. Michelle also...

Read more

Joining our team in February 2015, Charlene adds style and finesse to Martin Financial Group. She welcomes clients and guests to our office with a kind smile and a delightful persona. Her meticulous attention to detail is key in...

Read more

Ryan Burchett

Client Associate

816-891-7900

816-891-7906

Ryan joined Martin Financial Group in March of 2017 and has taken an active role in the day-to-day operations. He is learning all aspects of the business and assists the entire staff with new accounts, transfers and client management....

Read more