CFP®, MA
Financial Advisor
I use active listening and a nonjudgmental attitude toward others to help clients define and clarify what truly matters to them. Most rewarding to me is my ability to create a safe space for clients to discuss the most private aspects of their financial lives.
Martin is a financial advisor in Savant’s Wilmette, IL and Chicago Northcenter offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Martin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Martin has been involved in the financial services industry since 2013. Prior to joining Savant, he was an advisor for two large wealth management firms. Martin also has prior clinical experience as an art therapist in psychiatric and special education settings and as graduate faculty at the School of the Art Institute of Chicago and Columbia College Chicago. As a Chicago writer, Martin has helped several large nonprofit organizations raise funds for their public programs.
As long-time residents of Chicago’s Lincoln Square neighborhood, Martin and his wife are always looking for ways to promote community. In 2012 Martin doubled the size of a neighborhood children’s park by brokering an agreement between the Chicago Park District and the Chicago Transit Authority, with assistance from two aldermen, several nonprofit organizations, and other key community members.
Martin earned a bachelor of applied arts degree in sculpture from San Diego State University and a master of arts (MA) degree in art therapy from the School of the Art Institute of Chicago.
Martin is fluent in French. He and his wife have two children and have lived in Lincoln Square since 2000.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.