Team

Team

Our team is made up of some of the most highly skilled and experienced professionals in our industry.  We have team members on site at our main office in Savannah GA, and external support networks and strategic alliances from coast to coast.  The team is led by the multi-generational trio of Gean, Tony & Todd Martin, who have over 50 years of combined experience in business, financial and insurance planning.  In addition, we have developed strategic alliances around the country to add value to our client’s situation when the opportunity presents itself.

One of the members of the Martin family is hands-on with every client activity.  Whether its business consulting, investment strategy or implementation of a comprehensive insurance design, there will never be a scenario in which one of the principles is not directly managing your strategy, planning, investments and policies.

Meet The Team

Gean Martin, CLU, AEP

Gean is the founder of Martin Financial Group, LLC, and a Principal at M3 Advisors.  He has been instrumental in the strategic growth of the Martin enterprises guiding our path with a steady hand.

Mr. Martin specializes in helping clients preserve their wealth and transfer it to successive generations.  His 40+ years of experience include a broad range of trusts and estates and general corporate matters including sophisticated estate planning, the administration of estates and trusts, closely-held business counseling and business succession planning and the structuring of business entities. Mr. Martin counsels individuals and families regarding federal, state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. 

Tony Martin, MBA, MTax, CFP®

Tony is a Principal at M3 Advisors and Martin Financial Group, LLC.  He is primarily responsible for the creation and implementation of our client’s strategic plans for both firms.  He is a frequent speaker and lecturer who enjoys sharing with a wide variety of audiences.

Tony primarily focuses on integrating the tax and financial aspects of business organizations and their owners. His experience includes a broad range of tax, trusts & estates and general corporate matters including sophisticated estate planning, closely-held business counseling, business succession planning, the structuring of business entities, joint ventures and the acquisition and sale of business interests. Mr. Martin also counsels individuals and families regarding federal, state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. Click here to read Tony Martin’s complete bio.

Todd Martin, CLU, ChFC, AEP

Todd is a Principal at M3 Advisors and Martin Financial Group, LLC.  He is primarily responsible for business development as well as product placement and evaluation.

Todd specializes in helping clients preserve their wealth and create income distribution strategies during retirement. He designed and manages the firm’s proprietary Insurance Review Process. This process provides a current market evaluation for existing life insurance policies for fiduciaries, trustees, banks, corporations and individuals. Click here to read Todd Martin’s complete bio.

Gretchen A. Speerstra

Gretchen Speerstra manages our home office in Savannah.  She brings many years of client relations experience to our team. Her dedication to our firm and our clients is apparent in everything she does.  Ms. Speerstra has over 20 years of experience working in various roles as team leader, supervisor and manager. Gretchen was awarded as the National Call Center Manager in 2008 by the SCAMA (Society of Classified Advertising Managers of America). She is also a Georgia Notary Public.

Fee-Based Planning offered through M3 Advisors, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. Securities Offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431*, 1-800-765-5201. Martin Financial Group, LLC and M3 Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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