Martin joined WealthSource Partners in September 2020 as Director of Private Client. He has been in the financial services industry since 1994, primarily serving in leadership roles. Prior to WealthSource, he was the Managing Director for American Financial Network, LLC., a Manager for Merrill Lynch, Pierce, Fenner & Smith Inc., Branch Operating Manager for Banc of America Investment Services Inc., Investment Center Manager for TD Ameritrade Inc., and a Financial Advisor for Fidelity Investments Inc. He is originally from Cincinnati, Ohio, holds a BSBA degree in Finance from Xavier University, and is also a Flight Instructor. He lives in Westlake Village, CA with his wife and two children.