Client Service Coordinator
Martha has worked in the financial services industry since 2006. Previously she held a role as Client Service Administrator at Jackson Financial Management (JFM). She keeps the team & office organized and assists the client service & advisory teams on special projects. Prior to working at JFM, Martha was a Registered Dental Assistant for 18 years. Martha and her husband, Leo, live in Foothill Ranch, where they have raised their 3 children. She is a native of Southern California and enjoys hiking, scrapbooking, and spending time with her family.