The Team

St. Pierre, Martin & Associates
Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Kimberly St Pierre

Kimberly St Pierre

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts 1996, Arcadia University, Glenside, PA
CA Insurance #0F57000 AR License #2025644

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Christen Martin

Christen Martin

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies

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Our Staff

James Brignall

James Brignall

Paraplanner

Chief Operating Officer
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Qualifications

  • Bachelor of Science in Finance, Minnesota State University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 24 - General Securities Principal Examination
  • FINRA Series 9 - General Securities Sales Supervisor - Options Module Examination
  • General Lines - Life, Accident, and Health - Pennsylvania
Ashley Nickl

Ashley Nickl

Paraplanner

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Qualifications

  • Bachelor of Science in Business Finance, Minor in Mathematics, Ramapo College
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • General Lines - Life, Accident, and Health - Pennsylvania
Janet Plum

Janet Plum

Client Service Manager

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Qualifications

  • Degree of Associate in Applied Science (Human Services), Montgomery County Community College
Luke Boeicker

Luke Boeicker

Paraplanner

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Qualifications

  • Bachelor of Science in Finance, Minor in Business Analytics, Villanova University
  • FINRA Series 7 - Genearal Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • General Lines - Life, Accident, and Health - Pennsylvania
Barbara Spitzlei

Barbara Spitzlei

Paraplanner

Client Service Specialist
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Qualifications

  • Bachelor of Science in Business Administration, Susquehanna University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 55 - Equity Trader Examination
  • General Lines - Life, Accident, and Health - Pennsylvania