Team profile


Our approach

Your ongoing financial success is our goal. We have systems to discover what success means to you and processes to help you achieve that financial success. We do this by goal tracking, managing risk, managing portfolios and collaborating with tax advisors and attorneys as needed.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Insurance
  • Investment Management
  • Christian Financial Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies

Awards & recognition

  • Bronwyn Martin, Five Star Wealth Manager, 2013-2017, 2019-2021
  • Martin's Financial Consulting Group, Ameriprise Client Experience Award, 2021

Community participation