Martha assists Jude and the Centrus team with managing the financial planning process while building, developing, and maintaining client relationships with the goal of helping clients achieve personal and financial success. In addition, she handles client account-related services. Her strategic foresight and adept customer service have led to the development and implementation of financial strategies that consistently yield exceptional results.
She has over 25 years of experience in the financial services industry and holds her series 7, 63, and 66 security licenses as well as Life, Health and Variable Annuity insurance licenses. Martha graduated from Indiana University of Pennsylvania with a Bachelor of Science in Communications. Martha is a Registered Representative with JW Cole Financial and is certified in The Bucket Plan asset positioning philosophy.
Martha lives in Bradenton with her husband Steven and her three dogs.