The Team

Martin, Lewis and Associates

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.


Our Advisors

Sheila Patricia Martin

Sheila Patricia Martin

Private Wealth Advisor

More about me...

Designations

CFP®, MBA, CRPC®, ADPA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

University of Sheffield, England, B.A. Business Studies, Kent State University, Ohio, M.B.A
CA Insurance #0C92010

VISIT MY WEBSITE

Our Staff

Karen Hoch

Karen Hoch

Paraplanner

Mary Bowersock

Mary Bowersock

Paraplanner

Kathleen Podmore

Kathleen Podmore

Receptionist