Martha’s main focus at Plaza Advisory group is supporting Sherry Delo’s clients. She maintains the client reporting system, performs trading, and conducts the prep work for financial planning. She has been in the financial services industry since 2008 and worked with Sherry at her past firm, Delo Advisors, before the merger with Plaza.
Martha finds satisfaction in talking to clients and helping them find ways to meet their financial goals, such as guiding them to a comfortable retirement or college funding. She holds her Series 6, 7, 63 and 65 securities licenses and graduated from Drury University with a degree in Accounting.
When not in the office, Martha enjoys (trying) to stay one step ahead of her young twin daughters, reading, vacationing on the beach, and indulging in a rare, relaxing glass of wine.