9800 NW Polo Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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...
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...
Assistant Portfolio Analyst
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...
Client Service Manager
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...
New Client Coordinator
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...