Martha Kilfoy

Client Service Specialist

Martha Kilfoy

mkilfoy@merceradvisors.com

714.434.6900

Martha has worked in the financial services industry since 2006. Previously she held a role as client service administrator at Jackson Financial Management (JFM) which joined Mercer Advisors in 2019. Prior to working at JFM, Martha was a registered dental assistant for 18 years.

In her role, Martha supports wealth advisors by responding to client requests, managing financial transactions, and ensuring operational accuracy and timeliness. She is passionate about delivering exceptional service and taking care of our clients.

Martha lives in Chandler, Arizona. She has three children and three grandchildren. She is a native of Southern California and enjoys hiking, playing pickleball, watching sports, and spending time with her family. Martha volunteers and helps coordinate team events at Feed My Starving Children.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

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