Meet Martin

Martin brings an unprecedented level of enthusiasm to our team in his role as Client Relationship Manager. He enjoys providing impeccable service and helping clients on their path to financial freedom.

A graduate of UMass Dartmouth with a degree in Economics and a minor in Finance, Martin previously owned his own business. He brings to his role a wealth of work experience in a wide variety of fields.

His interest in finance began in college, where he began building his own portfolio. Martin is a musician and lifelong learner who constantly seeks out new things to learn. From sewing to welding, he enjoys learning with a hands-on approach.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.