Here at Martin Wealth

I joined Martin Wealth in 2021 as a Client Relationship Manager and became an Associate Financial Planner in 2024.

My skills as a client focused advocate align perfectly with the firms’ mission of helping people live their retirement dreams. It’s my job to simplify the complex and help clients make smart retirement decisions.

Career Highlights

Growing up in a small town has underlined the importance of always doing the right thing. When I left Carillon and joined Martin Wealth, the financial planning world was a mystery to me. Like it is for so many people.

Retirement, Investments, and taxes can be very complex and technical areas for many people and leveraging my educational background and experience to help our clients is incredibly rewarding.

Working with such a tight-knit team makes work my home away from home.

Personal Points of Interest

• Southwest Virginia: I was born and raised in SWVA. It’s home and always will be.
• Family: My husband, Drew, and I have two incredible children.
• The Petting Zoo: My husband calls it a “hobby farm” I call it a petting zoo. Between turkey’s, dogs, quail, children, and guinea there is always something happening.
• The Great Outdoors: Our family loves to be outside and enjoying all nature has to offer.