Firm Administrators

Brittany Duran — Practice Manager

Brittany is responsible for the Operations, Compliance and Regulatory function of our firm. She monitors & adheres to all of the financial rules & obligations of our business with the SEC and other regulators. She administers office activities and functions of the business including payroll, payables, books & records and client requests. Brittany joined the Martin Financial Group in 2007.

Education:

Brittany is a University of Kentucky graduate with a degree in Business Management.

Licenses

• FINRA Series 7 – General Securities Representative

Brittany and her husband enjoy watching sports, playing softball, & spending time in their Clarksville, IN home with their two children. Brittany's family plays an active role in the Southeast Christian Church Indiana Campus.

Elizabeth Kleehamer, CPA — Tax and Accounting

Betsy works with our clients to achieve maximum tax benefits from their investments throughout the year. During tax season she is busy meeting with clients and preparing state and federal tax returns.

Education:

Betsy graduated in 2002 with a Bachelor of Science degree in Accounting from Indiana University.

Professional Designation:

Certified Public Accountant - worked in the accounting firm of Harding Shymanski and Company before coming to Martin Financial Group.

Betsy makes her home in Sellersburg with her husband and two boys, they enjoy camping and all outdoor activities.

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 multiple FINRA registrations and Life & Health licenses and has a strong knowledge of the investment and wealth management process, strategies and issues.

Education:

Susie has a degree in Marketing & Management from Westshore College and has over thirty years of experience in marketing, business development and sales support activities. Susie has been with Martin Financial Group since 2005.

Licenses 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, boating, & travel.