Broker Check
Laurie Martin, JD

Laurie Martin, JD

Financial Advisor/Owner

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 in 2017. Having been a practicing attorney since 2004, Laurie brings a unique perspective and valuable experience to the firm and its clients. As an advisor, she works with clients to help them develop and pursue their personal financial and estate planning goals, all with taxes in mind. She 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 serves as a member of the National Advisory Board for Osaic Wealth, Inc., where she seeks to promote the interests of all Osaic Wealth financial advisors and their clients.  Outside of work, Laurie values the time she spends with her family and friends, especially her two children, Sofia and Michael.  She also enjoys traveling, reading and spending time outdoors.