Vice President & Investment Analyst
BS Commerce with Concentrations in Economics and Finance
Certified Investment Management Analyst®
CERTIFIED FINANCIAL PLANNERTM
For more than 12 years, Martin has devoted his career to helping families, professionals, business owners, and retirees based in the Triangle region establish and work toward achieving their financial goals. Martin is driven with a genuine passion for understanding his clients’ values and vision for life. Utilizing a holistic approach to goals based financial planning, Martin provides guidance and strategies that promote clarity for his clients and their loved ones.
A native of the Rochester, NY area, Martin now lives in Apex with his wife, Elizabeth, and two children, Dylan and Graham. Martin is a lifelong baseball fan. He and his family enjoy exploring the outdoors, visiting friends and family, and planning adventures together. Recognizing the importance of adopting sensible money habits at an early age, Martin enjoys volunteering and participating in community outreach activities which promote childhood financial literacy programs.