Investment Advisors



Wesley Martin, ChFC, CFP® — Principal, Financial Advisor, Investment Advisor Representative

Wes is the Chief Investment Officer of Martin Financial Group, LLC and has over 30 years of investment management experience. He is licensed as a CERTIFIED FINANCIAL PLANNER™ Practitioner.

Also, Wes is the Portfolio Manager for the "Diversified Multi-Strategy Portfolio" or "DMSP" and Co-Portfolio Manager for the Solutions mutual fund wrap program offered by Martin Financial Group, LLC.

He advises individuals and families on financial decisions, provides money management guidance, and recommends financial products and services to them on their individual goals and needs.

Education includes:

  • University of Kentucky – B.S. — Mining Engineering & Management, B.S. and Finance B.S.
  • American College - Chartered Financial Consultant
  • University of Pennsylvania - Wharton School of Business – Certified Retirement Specialist
  • American College - Accredited Estate Planner

Licenses include:

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 6 – Investment Company Products & Variable Contracts Representative
  • FINRA Series 63 – Uniform Securities Agent State Law
  • FINRA Series 65 – Uniform Investment Adviser Law
  • FINRA Series 24 – General Securities Principal
  • CFP Board of Standards – CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Life, Health, Property, Casualty – Licensed Agent
  • Long Term Care Insurance – Indiana Partnership Long Term Care Certified Agent

Ryan Eatherly, CFP® — Financial Planner, Investment Advisor Representative

Ryan Eatherly has been with Martin Financial Group since 2004. He has numerous FINRA licenses and professional education. He is a member of the U of L Athletics L Club, and 2010 - 2011 President of the Southern Indiana Estate Planning Council. He is licensed as a CERTIFIED FINANCIAL PLANNER™ Practitioner.

Also, Ryan is the Portfolio Manager for the "Solutions" Mutual Fund Wrap Program and serves on the Investment Committee.

Education includes:

  • University of Louisville – B.S. – Economics

Licenses include:

  • FINRA Series 6 – Investment Company Products & Variable Contracts Representative
  • FINRA Series 63 – Uniform Securities Agent State Law
  • FINRA Series 65 – Uniform Investment Advisor Law
  • CFP Board of Standards – CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Life, Health – Licensed Agent
  • Long Term Care Insurance – Indiana Partnership Long Term Care Certified Agent

Kristina English — Financial Planner, Investment Advisor Representative

Kristina English has been with Martin Financial Group since 2005 and in the financial service industry since 2002.

Education includes:

  • Western Kentucky University – B.S. - Biology
  • Western Kentucky University - Masters Health Care Administration

Licenses include:

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 65 – Uniform Investment Adviser Law Exam
  • FINRA Series 66 – Combined State Law Exam
  • Life, Health – Licensed Agent
  • Long Term Care Insurance – Indiana Partnership Long Term Care Certified Agent
  • Certified Medicare Supplement Provider

She works with clients on financial planning, medicare supplements, and corporate retirement plans. Kristina is currently working toward certification as a Certified Financial Planner.

Kristina and her husband John live in Charlestown IN with their two sons and enjoy watching their boys play sports, and spending time with family. Kristina is a member of Northside Christian Church in New Albany, IN.


Patricia Lewis — Business Development Specialist, Investment Advisor Representative

Patty is a lifelong resident of Southern Indiana and has been in the financial services business since 1978. She is very active in the community and sits on various volunteer boards. Patty has been with Martin Financial Group since 2010.

Education includes:

  • Indiana University - Business

Licenses include:

  • FINRA Series 6 – Investment Company Products & Variable Contract Representative
  • FINRA Series 63 – Securities Agent Law
  • FINRA Series 65 – Investment Adviser Law
  • Life, Health - Licensed Agent
  • Long Term Care Insurance – Indiana Partnership Long Term Care Certified Agent

Patty and her husband have four children and five grandchildren. She was an owner of Taggart Insurance Center for many years and Served as Director of Development for Bridgepointe, Easter Seals and Goodwill Industries. She is involved in the community and enjoys golf, bridge, travel and hiking.


Gary Durbin — Investment Advisor Representative

Gary has been in the financial business for over 20 years starting with Dean Witter and then joining National City Bank in 1995. We are pleased to have his years of experience and great attitude in serving the clients of Martin Financial Group.

Education:

  • Indiana University – BA in Political Science

Licenses

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Securities Agent Law
  • FINRA Series 65 – Uniform Investment Advisor Law
  • FINRA Series 31 – Futures Managed Funds

Gary and his wife of 38 years have two children and two grandchildren. Gary served in the United State Navy as a member of the 6th Fleet Flag Ship for 1967-1971. He is involved in the community and is an avid runner.


Afton Yaeger — Service Advisor, Investment Advisor Representative

Afton is a Southern Indiana native. She began her career with Martin Financial Group in 2010 and has been a real asset to the team. Afton specializes in working with seniors and young families integrating benefit & compensation plans into their financial plans. She is currently pursuing her Certified Financial Planning accreditation.

Education:

  • Indiana University - Kelley School of Business

Licenses

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 66 – Combined State Law Exam

Afton and her husband have recently purchased a house in Charlestown and are working to make it their home. She enjoys fashion, fitness, music and her dogs.