I joined Martin Wealth in 2018 after a career in the insurance business at United Healthcare and never looked back. Having served in various roles at the firm I was promoted to Operations Manager in 2021. Details matter and you’ll find me and my team on the front line of serving our clients and making sure things work smoothly. Helping people plan for their retirement is a responsibility we take seriously and being part of a great team made up of world-class people makes my job easy.
My introduction to the financial services industry came at United Healthcare and it’s an industry I fell in love with it. When I had a chance to join a high-touch financial planning firm where we know our clients by name, I jumped at the chance. Graduating from Radford University helped prepare me for a professional career in management but growing up locally is what has taught me to have the heart of a teacher and always do the right thing. It’s the driving principle about how I approach my work.
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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