As a Financial Advisor, Martha provides comprehensive financial solutions to high net worth individuals, corporate executives, families, and small business owners. She understands that every client is unique in their financial circumstance and she dedicates herself to thoroughly understanding the priorities and goals of clients so that she can provide them with a customized financial strategy tailored to their individualized needs. Martha focuses on long term wealth management and portfolio implementation across a wide range of asset classes. Martha is experienced in the areas of: investments, estate planning services, wealth transfer, stock option analysis and retirement income.
Martha received her B.S. in International Business from San Francisco State University. Additionally, she holds a Masters in Business Administration from Golden Gate University.
Martha is an active member in the Texas Women in Business organization. In addition to her involvement with TWIB, she is a committed member of the Women’s Chamber of Commerce in Austin.
Martha speaks Spanish fluently, and has assisted clients in the U.K., China, France, Mexico, and the Virgin Islands.
Martha and her husband, Paul, have two children – John & Sofia. When she is not busy with her professional commitments, Martha enjoys activities such as bike riding, yoga, gardening, and cooking.