Laurie Martin, JD
Laurie Martin joined her father, Mike, in the family business as a financial advisor in 2015 and took over ownership and management of the company as a whole in 2017. Having been a practicing attorney since 2004, Laurie brings a unique perspective and valuable experience to the firm and our clients. As an advisor, she works with clients to help them develop and pursue their personal financial and estate planning goals, with taxes in mind. She also enjoys serving as a central resource for her clients, helping them navigate and plan for life events that affect their finances, such as marriage, retirement, death and divorce. Laurie spends most of her free time managing the busy schedules of her two teenagers and playing with the family dogs.