Martha has been in the financial services industry since 2008 and worked at Delo Advisors prior to joining Plaza in 2015. She holds her Series 6, 7, 63 and 65 securities licenses and graduated from Drury University with a degree in Accounting.
Martha enjoys talking to clients and helping them find ways to meet their financial goals, such as guiding them to a comfortable retirement. Recently, Martha became a Medicare Planning Specialist and educates clients on the types of plans available and what best fits their needs. She also maintains a client reporting system, performs trades, helps prepare financial plans and assists with cash flow planning.
When not in the office, Martha enjoys (trying) to stay one step ahead of her young twin daughters, reading, vacationing on the beach, and indulging in a rare, relaxing glass of wine or a good hoppy IPA.