Welcome, Katie Martin!
Katie is joining us after a varied career in education, client service and operations. More recently, she has been a financial advisor with a corporate firm. Her transition to private wealth management in an RIA is a welcome opportunity for her to be part of a team serving clients.
A passion for community involvement keeps Katie busy volunteering with the Chamber of Commerce, Safe Families, Family Building Blocks, Salem Angels and other local not-for-profit organizations. She also enjoys participating in a weekly mentoring program at McKay High School.
When not working or volunteering, Katie enjoys playing with her 4 local nephews, traveling to visit other family and friends, dinners out, movie nights and – when the weather is nice – being outside – gardening, hiking, picnicking or toes in the water.
Look for Katie to take on community engagement, client service and financial planning in our firm. We are glad to have her on board.
