Susan Martin

Susan began her career as a financial advisor in the late 90’s at a wire house brokerage firm, which is where she met Tom and William. Although they went their separate ways building careers differently, they kept in touch. Susan spent 19 years with pension fund giant TIAA, with her last role advising High Net Worth clients as a Wealth Management Advisor. With a background and expertise in interpreting 403(b) and 457(b) retirement plans, Susan has helped thousands of people in Higher Education, K-12 and cultural organizations understand plan rules all while weighing their retirement income and investment options through financial planning.

A graduate of the University of Tennessee, Martin has a degree in International Economics and Master of Business Administration from Central Missouri State University. With over 20 years of experience, Susan holds Series 7, 24 and 63 Licenses with LPL Financial and Series 65 license with Private Advisor Group and is a Certified Financial Planner™ professional.

Susan joined William and Tom again in 2022, as they embarked on creating an independent firm leading relationships with a financial plan. She enjoys volunteering at church and with the Juvenile Diabetes Research Foundation (JDRF). Susan grew up in Alamo, Tennessee and lives with her husband Freddie in Franklin, Tennessee. Her daughter Malynn is a student at the Fashion Institute of Technology.