Martin's Financial Consulting Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Team

Melissa Johnson

Melissa Johnson

Client Service Associate,

Financial Planning Analyst

Roles & Responsibilities

  • Assists financial advisors in the financial planning workflow.
  • Provides client relationship support through managing, gathering and analyzing client data, helping to prepare financial plans and client deliverables.
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Therese A Santos (Annette)

Executive Assistant,

Client Service Manager

Qualifications

  • Client Service Associate-KMS Financial Services, Inc. 2005-2018
  • Business Administration-concentration in management

Roles & Responsibilities

  • • provides support to Bronwyn
  • • assists with scheduling, prep work, and follow-up for client meetings in both of our office locations
  • • assists with client events and marketing communications
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