Our Home Office and Staff

THE MAMMOTH PROFESSIONAL BUILDING

 

 
TERRY MARTIN- Terry started his carrer in the Santa Claria Valley in 1981.Since then,  he has grown the number of clients substantially, expanded services to clients, and is very grateful for the many clients that have been here from the beginning.
 
He also enjoys his many community related activities including the current Chairman of the Board of the Child & Family Center, and the newest board member of the Santa Clara Valley Bank. Terry is also trying something new: learning how to ride one of the four horses he and his wife Karen own!
 
 
 
 
BRIAN MARTIN- Brian joined the firm in 2006. During his time here he has developed a niche for helping our  clients manage their businesses more efficiently. Brian assists them with their bookkeeping issues as well helping to navigate through the numerous tax forms and compliance deadlines a business is confronted with. With his prior experience of owning a small business, he knows first hand the challenges that a business owner faces.
 
He recently earned his accounting degree and securities licenses and is now studying for his CPA license. With all this he still finds time to ride his bike, play the guitar, and get frustrated on the golf course.
 
 
 
KRISTA NASR- Krista is a 5 year resident of Santa Clarita Valley and has been with the Martin Wealth Management team for over two years. Her goal is to make our clients experience enjoyable. She takes pride in remembering you by name and making sure your concerns are heard and answered in a timely manner. She brings over five years of experience in the accounting field with organizational skills that promote efficiency in the work flow of our office and a relaxed and friendly atmosphere as our Office Manager.
 
 
 
JENNIFER MORALES- Jennifer is the newest addition to the Martin Wealth Management team. She is part of our tax and accounting division and will be working directly with clients to service their monthly and yearly accounting needs. She is new to the Santa Clarita Valley area and enjoys the small town, family-like atmosphere within town. She brings to us vast bookkeeping experience within service driven environments. When she is not working, you can find her riding her dirt bike racing through the desert! She is one of the top women desert racers.