About
I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.
Learn About Me
Olivia Martin
Senior Vice President - InvestmentsChartered Retirement Planning Counselor
A personal approach to investing
As a Financial Advisor, I always strive to build long-term relationships based on mutual trust and respect –this is the best part of the job! I help my clients develop and implement strategies for building wealth and pursuing their goals. I enjoy breaking down options so people can make informed investment decisions for their family or business.
Background and experience
I earned my bachelor’s degree from the University of Michigan in Ann Arbor. I also hold the Chartered Retirement Planning Councelor, or CRPCSM, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. I began my career as a Financial Advisor with A.G. Edwards, a predecessor firm for Wells Fargo Advisors, in 2007.
I recently began working closely with fellow Financial Advisors Andrea Karsten and Kerry Buettner. This not only improves client experience with added availability but also helps me stay on top of market, economic and investment strategy data.
Why
I truly enjoy being a financial advisor. I like being good at something and I take satisfaction in a solid plan or portfolio. I've helped many people navigae financial situations they are unfamiliar with.
I find myself most frequently advising someone who is new to their role of managing their family's finances. Whether this is due to divorce, inheritance or suddenly becoming caretaker of a loved one, I focus on educating my client on the best options, risks and trade-offs. I am grateful to have depth of knowledge on my team and at Wells Fargo Advisors so when I am not the expert, I can leverage these resources.
Away from the office
I enjoy golfing, gardening, orchids and cooking but I spend most of my time with my 7-year-old son, Adrian. My husband Jerry, and I are having the time of our lives raising him at our home in Lowell.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
CA Insurance License Number: 4383447. Resident State MI.
As a Financial Advisor, I always strive to build long-term relationships based on mutual trust and respect –this is the best part of the job! I help my clients develop and implement strategies for building wealth and pursuing their goals. I enjoy breaking down options so people can make informed investment decisions for their family or business.
Background and experience
I earned my bachelor’s degree from the University of Michigan in Ann Arbor. I also hold the Chartered Retirement Planning Councelor, or CRPCSM, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. I began my career as a Financial Advisor with A.G. Edwards, a predecessor firm for Wells Fargo Advisors, in 2007.
I recently began working closely with fellow Financial Advisors Andrea Karsten and Kerry Buettner. This not only improves client experience with added availability but also helps me stay on top of market, economic and investment strategy data.
Why
I truly enjoy being a financial advisor. I like being good at something and I take satisfaction in a solid plan or portfolio. I've helped many people navigae financial situations they are unfamiliar with.
I find myself most frequently advising someone who is new to their role of managing their family's finances. Whether this is due to divorce, inheritance or suddenly becoming caretaker of a loved one, I focus on educating my client on the best options, risks and trade-offs. I am grateful to have depth of knowledge on my team and at Wells Fargo Advisors so when I am not the expert, I can leverage these resources.
Away from the office
I enjoy golfing, gardening, orchids and cooking but I spend most of my time with my 7-year-old son, Adrian. My husband Jerry, and I are having the time of our lives raising him at our home in Lowell.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
CA Insurance License Number: 4383447. Resident State MI.
Lyn Hulce
Senior Registered Client AssociateOfficer
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.