CPA

Conscripted out of a successful and varied business career, Martin is uniquely qualified to serve as advocate and advisor. He has been a tax advisor in a CPA firm, a corporate finance manager, mortgage banker, and entrepreneur/chef and restaurant owner. The position he is most proud of is serving the workers at Ground Zero as Food Captain in Saint Paul’s Chapel following the 9/11 attack on the World Trade Center

Passionate about helping people live extraordinary lives, Martin takes a holistic wide-angle approach to financial planning and wealth management. Martin firmly believes our role as advisors is to preserve and grow the wealth of our clients and by shifting the planning focus to cash flow, he and his clients are able to engineer strategies to increase income when needed the most.

As a Gay man, Martin is proud to work with a team and company dedicated to serving the LGBT Community. We strive to assure all of our clients experience an open, comfortable environment – where we can freely discuss their financial dreams and concerns. This is especially true for our LGBT clients

Growing up with a brother requiring special care, Martin understands the joys and the challenges families face when caring for a loved one with special needs. Martin brings personal experience and professional expertise to create strategies maximizing financial resources to assure the best quality of life for people with special needs. Martin feels one of the most rewarding things he is able to do as Special Care Financial Planner is present educational workshops, addressing critical areas of concern for caregivers of dependents with special needs.

Martin serves our community in a few non-profit organizations:

  • Vestry Member, Church of the Holy Innocent
  • Board Member, The Children’s Art Guild
  • Co-Leader Candidate, The ManKind Project
  • Founder, The Global Community Foundation.