When I joined Martin Wealth Solutions, I was excited to return to the financial services industry and become part of a firm that is deeply connected to Southwest Virginia. I was especially drawn to the way Martin Wealth Solutions serves its clients and stays actively involved in the community. I enjoy helping people and making their lives a little easier. Whether I’m answering a question, organizing important details, or helping move something forward, I find it rewarding to take even a small amount of weight off someone’s shoulders. I’m grateful to work alongside a team that is kind, supportive, and committed to providing a positive client experience.
My career has given me the opportunity to work in both accounting and education. I began as an accountant at a small firm before transitioning into secondary education, where I spent three years teaching several phenomenal groups of students. I’m incredibly proud of them and look forward to seeing everything they accomplish. I earned a Bachelor of Science in Accounting and Information Systems and a Bachelor of Arts in History from Virginia Tech. I later earned a Master of Science in Education from Radford University, along with my Virginia teaching license. My background has taught me how to manage personal and financial records, adapt to a wide range of personalities, and balance multiple responsibilities at once. Those experiences continue to serve me well in my role at Martin Wealth Solutions.
Schedule a 20-minute call with a fiduciary advisor - not a salesperson. We’ll talk through where you are, what’s on your mind, and whether a next step makes sense. No sales pitch. No paperwork. No pressure. Just a conversation.
The underlying question is simple: "Will we be okay?" We build a plan that shows when you can retire, how much you can spend, and where your retirement income will come from—so you can enjoy what you worked for.
“What happens if the market crashes after I retire?” It’s one of the biggest fears retirees have. We build low-cost, tax-efficient portfolios so you have a clear strategy for what to do when markets fall instead of reacting in the moment.
“How do I pay less in taxes?” We build tax strategies to help you reduce taxes today and throughout your retirement—so you can keep more of what you’ve worked hard to save.
Our fiduciary advisors help you make smart retirement decisions about taxes, retirement income, investments, and healthcare
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New River Financial Group, LLC is a Registered Investment Advisor offering advisory services in the State of Virginia and other jurisdictions where exempted. New River Financial Group, LLC dba Martin Wealth Solutions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
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