Meet Your Team

Our mission is your financial success. We accomplish Our mission by living our core principles and beliefs:

Always do the right thing

Have the heart of a teacher

Challenge the status quo and think differently

Simplify Money

MEET THE TEAM

The team behind Martin Wealth Solutions is made up of qualified financial professionals
who are passionate about helping individuals and families

Jim Martin, RFC, AAMS

Founder & Financial Advisor

Jim's philosophy is to keep his clients’ needs at the center of every decision. To him, financial planning is more than strategies and statistics; it’s about creating enduring personal relationships with his clients to help them live their dreams.
Prior to becoming an independent financial advisor, Jim worked his way to senior management at a national bank — until the 2008 market crash changed his outlook. After seeing so many lose so much, Jim left the management side of finance in order to work with people he knew he could help. Soon after, he founded Martin Wealth Solutions.
Jim earned the Registered Financial Consultant (RFC) designation as well as the Accredited Asset Management Specialist designation from the College of Financial Planning. Jim resides in the valley with his wife, Theresa, and sons, Kyle and Barrett. He is active in his church as well as a number of community organizations. In his spare time, he enjoys golf, fishing, beekeeping and visiting national parks.

YOUR TEAM

Theresa Martin

Financial Advisor & Health
Care Specialist

Justin Swisher

Financial Planner

Whitney Coleman

Operations Manager

Cassandra Johnson

New Business Specialist

Cassey Bibb

Client Service Specialist

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Our firm has been helping people just like you with financial advice for more than a decade

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