Martina has over 20 years of experience in the financial services industry. She studied Financial Management with an emphasis in Communication and has put that background to work through her commitment to doing things right and delivering an exceptional level of service to clients.
Her detail-oriented, highly organized approach is evident in her consistent follow-up and dedication to meeting client needs. In addition to working directly with clients, Martina plays a key role in enhancing the overall client experience by overseeing IT and infrastructure initiatives, managing systems, and coordinating client events.
Outside of work, Martina and her family enjoy spending time outdoors, including camping, kayaking, and hiking.
Areas of Experience
- Insurance Preparation and Servicing
- Database Management
- Retirement Plan Servicing
Education and Licensing
- B.S. in Financial Management
- Series 6, FINRA, Investment Company and Variable Contracts Products License, held with LPL Financial