About us

Martha’s primary goal is to help clients develop solid, predictable financial foundations. Her job is to develop a financial plan that creates growth, yet builds in buffers and moderates risk to the extent possible, mitigating vulnerability to market volatility. Martha believes she is unique in the marketplace of financial advisors on two counts: as a woman and with a doctorate in the field. Her experience as a teacher also helps her relay information to clients in comprehensible ways, read their levels of understanding and comfort, and try alternatives when necessary.

Prior to working in the financial industry, Martha was a professor of political economy at the University of Connecticut. After receiving tenure, and having taught and published in the field for nine years, she wanted to use those skills in a more directly applied setting, which financial advising allowed her to do. In 2001, Martha began her career in financial services with AXA Equitable, later working for Merrill Lynch before joining RBC Wealth Management in 2020.

Martha received a Bachelor of Arts degree from the University of Wisconsin– Madison, a Master of Arts degree from the University of Pennsylvania, and a Ph.D. from the University of Colorado. She has the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Planning Counselor designation, and has passed the Series 7, 65 and 66 securities exams.

Martha is a member of the investment committee for the Community Foundation of Southeastern Connecticut. She has two children, Colin (30) and Carly (25), and one grand-puppy, Frodo (1). She is an avid sportsperson and enjoys golf, tennis, skiing, kayaking and swing dancing.