Martin's Financial Consulting Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



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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