THE MARTIN WORLEY GROUP IS HERE FOR YOU
Our collaborative, highly credentialed team sits on your side of the table as a caring and concerned partner. As CERTIFIED FINANCIAL PLANNER™ professionals we are also committed to the highest standards of conduct, competency and ethics. We are proud of our proactive investment management style and continually optimize your plan and conduct regular reviews of your portfolio.
What Is theCERTIFIED FINANCIAL PLANNER™ Certification?
What are theEthical Duties of CFP® Professionals?
Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients work toward achieving their goals by developing personalized financial plans and 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.
Schedule with Barry
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.
Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University in 2017 and his CFP® certification in 2021.
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.
Julie Pos is the newest member of the Martin Worley Group. As a 20+ year mortgage professional, she brings practical experience within the financial sector and a passion for strong client relationships.