• Bill Martin, CFP®

    Vice President, Investments

Almost two decades of experience has taught the value of building a relationship in order to understand our client’s objectives, goals and needs. Blessed to have grown up in a house of financial professionals, I learned early the importance of placing client’s needs first. As a CERTIFIED FINANCIAL PLANNER professional, I apply a process in my engagement designed to provide comprehensive wealth planning that I believe best serves our clients and their family’s interests.

In serving our clients as consultants, our standard investment practice implements modern portfolio theory through asset allocation. Knowing that risk and return are closely related, we understand how the two can be blended to help you achieve your goals.

As a graduate of Texas A&M University’s Mays Business School, I deeply believe in the transformative power of education. I serve on IDEA Public Schools Board, Valley Proud Environmental Council Endowment Board and First United Methodist Church (McAllen, TX) Board of Trustees.

I share an experience rich life with my beautiful wife, Margie, and our six beautiful children. Together, we find joy in serving our vibrant church and South Texas community. We deeply value our time with friends and family, counting each day as a blessing to be thankful.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss