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...

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Kelley Martin

Founder/Operations 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.

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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’s experience. Much of her time is spent talking with clients, answering questions, and assisting with requests.Melissa came to work...

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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...

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Ryan joined Martin Financial Group in March of 2017 and is a Wealth Manager & LPL Investment Advisor Representative. He meets with clients to help them plan and pursue their goals. Ryan works with Michael & Calen to manage client...

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Calen Smerchek AWMA®

Assistant Portfolio Analyst

816-891-7900

816-891-7906

Calen joined Martin Financial Group in May of 2018 and has moved into the role of Assistant Portfolio Analyst . He researches investments and stays up to date with current macroeconomics and market events. Calen works internally with...

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Tracy Moss

Office Manager

816-891-7900

816-891-7906

Tracy joined Martin Financial Group in January 2019 a Office Manager. Answering phones, welcoming visitors into the office, and maintaining office organization are some of her responsibilities. Tracy also manages the office calendar...

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