Meet the Team

Jim Martin, RFC, AAMS

Founder, Financial Planner
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Sam Benson

Senior Financial Planner
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Linwood Fraher, CFF

Financial Planner & Healthcare Specialist
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Theresa Martin, RN, CFF

Financial Planner & Healthcare Specialist
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Whitney Coleman

Director of Client Experience
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Casey Bibb, FPQP

Associate Financial Planner
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Priscila Hall

Client Relationship Manager
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Courtney Derkay

Client Relationship Manager
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Martin Wealth Solutions + Charles Schwab®

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