We are pleased to announce that Martin Smith joined Strategic Financial Planning, Inc. on March 1st! She serves as a Paraplanner and will be assisting the financial planners in financial plan development as well as helping with client services. Like the other members of our team, she is passionate about helping our clients attain their financial goals and dreams.
Prior to joining SFP, Martin worked for other independent financial services firms in the Birmingham, Alabama area. Though she will be remote and based in Alabama, our technology allows her to work very closely with all members of our team.
Martin received a Bachelor of Science in Human Environmental Sciences and went on to earn a Master of Science in Human Environmental Sciences with a concentration in Family Financial Planning & Counseling from The University of Alabama.
Martin enjoys spending time with her husband, Zac, and their two children, when she is not working. They are members of their local community church where they volunteer frequently. Her family enjoys all outdoor activities and attending musical performances.