PROFESSIONAL PROFILE
Martina began her financial services career in 2002. She earned a Bachelor of Science degree in Financial Management with an emphasis on Communication from Bob Jones University. Martina's passion is getting it done right. Her mission is to provide the highest level of service to clients. Her detailed and organized approach to helping clients with their financial needs shows in her consistent follow-up. When Martina is not directly interacting with clients, she's continually working hard to create a better client experience by overseeing IT, infrastructure improvements, systems management and coordinating client events.
Martina and her family love spending time outdoors: camping, kayaking and hiking.
Areas of Experience
- Insurance Preparation and Servicing
- Database Management
- Retirement Plan Servicing
Educational and Licensing
- B.S. in Financial Management
- Series 6, FINRA, Investment Company and Variable Contracts Products License, held with LPL Financial