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Registered Client Services Specialist

Kelly Martin joined the team in 2015 as a part-time Client Services Specialist. She works primarily as a planner, assisting the advisors with their clients.  “I really love the planning process,” she says.  “It’s fun to sit in on meetings and support the advisors as they help people think through their financial options.”

Previously, Kelly worked seven years as a CPA at Ernst & Young, and another seven years consulting to small businesses, before spending several years at home raising her children. She has a BS in accounting from Indiana University and an MBA, also from I.U., with a concentration in finance. She holds Series 7 and 66 registrations, held through LPL Financial.


Kelly and her husband, Steve have three adult daughters, one son-in-law and a new grandbaby!  In her free time, she likes to travel and spend time with family and friends, especially over a good meal.  She is also a self-proclaimed personality test enthusiast (INFJ, Enneagram 6 wing 7).

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