Team
Our talented and experienced team is committed to maintaining the highest professional standards. We work collaboratively for each client of the firm to provide expert advice for every area of each unique financial plan.
Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients effectively work toward achieving their goals by developing personalized financial plans and investment portfolios.
Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.
Barry enjoys using his unique skill set to help clients gain financial freedom. He has significant experience with portfolio management, investment analysis, tax, estate, and financial planning by working with financial service firms.
Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University and is currently working towards receiving his CFP® certification. Shandon worked his way through college at a local...
Courtnee will most likely be the first voice you hear on the phone and the first person to greet you at our office. Her friendly personality provides a warm welcome, whether in person or over the phone.
Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.