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Meet our financial planning team

Angel Martinez

Angel Martinez

Processing & Client Services Manager

Angel is a part of the Service and Processing Team. She processes paperwork for new business, establishes new accounts and tracks the progress until contracts are issued. After issue, she is responsible for processing future investments, distribution requests and any necessary changes.

Angel and her husband are the proud parents of three young children including a set of twins. She imparts her artistic talent to her children by doing various arts and crafts. She is also a great cook and enjoys spending time with her extended family.