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Kate Martin

COO & Financial Advisor

Kate Martin Specializes In:

  • Comprehensive Financial Planning

  • Investment Management/Planning

  • Business Continuity Planning

  • Multi-Generational/Estate Planning

  • Insurance Protection

  • Retirement Planning

  • Business Retirement Planning

  • Employee/Employer Benefits Programs


​Bachelor of Business Administration – Southern New Hampshire University (In Progress)


FINRA SIE, Series 7, 66; Pennsylvania Life/Health & Variable Annuity License; New York Life/Health License; Maryland Life/Health/Variable License

Kate's Journey:

Kate’s journey began with a passion for helping individuals and families secure their financial futures, and she has had the privilege of working alongside diverse clients to achieve their unique goals ever since.

On the home front, Kate is blessed to be married to her wonderful partner, Jake, and together they are raising a blended family of four lively and spirited young boys. This experience has given her invaluable insights into the importance of meticulous financial planning and the dreams that drive us to succeed. Just like any family, hers understands that financial aspirations are both personal and profound, and Kate’s dedication to her family drives her to extend that same level of commitment to yours.

As a dedicated financial advisor, Kate is a firm believer in the power of comprehensive financial planning. It’s not just about numbers; it’s about crafting a tailored roadmap that leads to your financial ambitions. She understands that no two individuals or families are alike, which is why Kate is devoted to creating customized strategies that resonate with your unique circumstances and aspirations. She is committed to making a positive difference in the lives of her clients, empowering them to make informed decisions, seize opportunities, and overcome challenges.

Passion is the driving force behind everything Kate does. Her dedication to her career is fueled by the genuine joy she derives from helping people succeed financially.

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