Martha Spence

Martha focuses her 20+ year industry experience on adding value to business owners as they grow their companies. As a Certified Exit Planning Advisor designee, she uses the Exit Planning methodologies and tailored planning strategies to address needs that arise in every stage of ownership.
She takes time to learn about your business to customize potential solutions for owners and their family, using the resources of Merrill and Bank of America.

In the community:
Martha is 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 and a GA Life, Accident and Sickness Insurance Agent License.

Martha was named to the Forbes "Best-in-State Wealth Management Teams" list 2024-2026 as a member of the Katulka/Spence Team. Published annually in January. Rankings based on data as of March 31 of prior year*

Her hobbies are track racing and spending time with her teenage son who will be off to college next year.

_{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.}