Maria Martinez FPQP®
Financial Adviser and Operations Coordinator
“My passion for organization and details allow me to care for my team and for our clients in a unique way, and I enjoy seeing all the moving pieces working together smoothly.”
Maria graduated from Cedarville University with a bachelor’s degree in Management and a concentration in Operations in December 2024. She has always enjoyed hearing other people’s stories and learning how she can serve them and their unique needs. Being detail-oriented and improvement-minded, Maria enjoys caring for clients through the administrative projects that allow for smooth operation as our advisers guide clients in their financial journeys. Outside of work, Maria spends a lot of time playing music, singing, and writing songs. She also enjoys running, hiking, or going to museums to learn something new about history!