Whitney Coleman
Director of Client Experience
Here at Martin Wealth
I joined Martin Wealth in 2018 after a career in the insurance business at United Healthcare and never looked back. Having served in various roles at the firm I was promoted to Operations Manager in 2021.
Details matter and you’ll find me and my team on the front line of serving our clients and making sure things work smoothly. Helping people plan for their retirement is a responsibility we take seriously and being part of a great team made up of world-class people makes my job easy.
Career Highlights
My introduction to the financial services industry came at United Healthcare and it’s an industry I fell in love with it. When I had a chance to join a high-touch financial planning firm where we know our clients by name, I jumped at the chance.
Graduating from Radford University helped prepare me for a professional career in management but growing up locally is what has taught me to have the heart of a teacher and always do the right thing. It’s the driving principle about how I approach my work.
Personal Points of Interest
- Roanoke Roots: Born and raised in Roanoke and can’t imagine being anywhere else.
- Family: I’m a mom first. I have two amazing kids and have been married since 2014.
- Local Entertainment: Festivals, live music, breweries, or my kid’s next dance or sporting event. That’s where you’ll find me after work and on the weekends.
- Adventurer: Our family loves to travel. Everything from the Caribbean, to Florida, to Colorado, to Europe. We are ready for our next adventure.