As a DIY enthusiast, I'm always on the hunt for the next problem to solve and project to tackle. I had a client once tell me, “Life can be hard if you don’t enjoy fixing and maintaining things” and there couldn’t be a more accurate statement for a guy like me. In my free time, I’m usually working on house projects or in the outdoors skiing, trail running, fishing, hunting or camping. We also love to travel.
I’m at my best while helping clients gain and maintain their financial freedom. The demands of profession, family and striving to live a purposeful life are the hardest to balance, but simplifying a complex financial world is at the heart of making it all work.
I specialize in portfolio management, investment analysis, tax, estate, and wealth planning. My career prior to The Martin Worley Group includes the Big Four public accounting firm, Ernst & Young, LLP in Kansas City, MO, a large Registered Investment Advisory firm in Lincoln, NE and an ultra-high-net-worth single-family office here in Salt Lake City.
I am a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM who graduated with distinction from the University of Nebraska in 2005, with dual B.S. degrees in Finance and Accounting.
My amazing wife, Abby, is an OBGYN, and we have two young children, Otto and Etta, plus a fluffy goldendoodle named Frankie.