Martha focuses her 20+ year industry experience and practice resources addressing financial goals of business owners. Creating thoughtful, value added exit strategies and financial plans through meaningful long term relationships with owners and their families.
The practice is dedicated to providing a concierge approach to the needs of our clients.
Martha is a member the North GA Trust & Estate Planning Council, the Rotary Club of Gainesville, GA and serves on the non profit Board of The North Ga Community Foundation. She is proud to note, that in 2023, The Rotary Foundation International named her a Paul Harris Fellow.
Martha obtained her Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. She also holds her Series 7, Series 66, Series 63 & SIE FINRA industry securities registrations. She also holds a GA Life, Accident and Sickness Insurance Agent License.
Additionally, Martha was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Katulka/Spence Team. Published on January 9, 2024. Rankings based on data as of March 31 2023**
She and her teenage son live in historic Hall County, GA. They enjoy Formula 1 racing and visiting family in Topsail Beach, NC.
*2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK\* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.*
A Certified Exit Planning Advisor designee with over 20 years of industry experience and resources to address the folllowing:
Financial Planning
Exit planning strategies including partner buyout
Sale of Business
Tax deferral strategies
Paying down student debt
Building expansions
Mortgages -NMLS ID 1692061
Custom lending through my access to Bank of America
Starting a practice
Renovating a practice
Equipment lending
Establishing Defined Benefit Cash Balance Plans
Employee retirement plans
Employee educational events
401K Plans
Asset Management
Land management
Banking
Treasury Services
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
