Susie Martin

Susie Martin — Marketing Manager

Susie is responsible for leading the overall marketing efforts of the firm. She develops and implements the firm’s marketing plan including event planning and client communications. She has experience in marketing, business development and sales support activities. She has multiple FINRA registrations and Life & Health licenses and has a strong knowledge of the investment and wealth management process, strategies and issues. Susie joined the firm in 2005.


Westshore College – Marketing & Management

Licenses, Registrations & Certifications include:

  • FINRA Series 6 – Investment Company Products & Variable Contract Representative
  • FINRA Series 63 – Securities Agent Law
  • Life, Health – Licensed Agent
  • Long Term Care Insurance – Indiana Partnership Long Term Care Certified Agent

Susie and her husband Wes have five adult children. She is a longtime member of Southeast Christian Church and is involved with Women’s Ministry activities. She enjoys gardening, horses, & travel.