A legacy for generations

Martin's financial services career began in 1988 with Smith Barney followed by four years at Prudential Securities. After nearly sixteen years at Oppenheimer & Co., Martin joined UBS in 2013. Martin served four years in the United States Air Force prior to receiving a B.S. degree in Engineering Science from Pennsylvania State University. This prepared him well for the mathematical tools and analytics used in portfolio management.

In 2002, he completed the Certified Investment Management Analyst (CIMA) curriculum at the University of Pennsylvania Wharton School and is certified as an Accredited Investment Fiduciary (AIF) by Fi360. Both certifications mark a commitment to ethical and fiduciary excellence. He is FINRA registered and the securities licenses he holds include the Series 3, 7, 63, and 65 Licenses in addition to Life, Health, and Annuity Insurance Licenses.

Martin's motto is simple: It takes years to gain someone's trust, but only seconds to lose it.

Martin engenders trust with clients by educating them on a broad range of investment products, by being transparent on how an investment solution was determined, and encouraging them to become engaged in their own wealth management. With this mutual understanding, he ensures that clients have both realistic expectations and an understanding of the risks and rewards inherent in their investments. At the core of his wealth management philosophy is that "all roads lead to retirement". By utilizing both short and long-term financial planning strategies, Martin's goal is to provide his clients with a roadmap to a worry free lifestyle.