Victoria Martin serves as Administrative Assistant, where her comprehensive responsibilities include managing client communications, preparing and processing client paperwork, coordinating client onboarding, maintaining regulatory compliance, processing money movements, and coordinating scheduling and calendars. With extensive experience in the financial industry, Victoria brings both expertise and genuine care to every client interaction.
Victoria's journey in financial services began as a bank teller, where she discovered her passion for helping people navigate complex financial processes. She found particular satisfaction in taking procedures that clients found intimidating or confusing and guiding them through each step until they felt comfortable and confident. This natural ability to transform complexity into clarity became the foundation of her professional approach.
What keeps Victoria motivated is her love for helping people and connecting with clients, combined with her appreciation for the firm's mission of helping individuals achieve comfortable, secure retirements. She finds deep meaning in knowing that her work contributes to clients being able to fully enjoy their retirement years.
The aspect of her job Victoria enjoys most is connecting with clients and learning about their lives. She treasures hearing about their adventures, children, and grandchildren during each call or appointment. What she finds most interesting about clients is the opportunity to connect with them on a personal level, learning about their hobbies, families, and vacation experiences.
The greatest value Victoria provides to clients is hospitality. She genuinely cares about meeting clients' needs in a joyful, efficient manner while making certain they understand how much the firm values them as individuals and families. Victoria does not view clients as account numbers but as people deserving of personal attention and care.
Born in Maine, Victoria has fond memories of living near the ocean, enjoying beach visits, and picking apples and berries directly from the yard. She now resides in Broken Arrow, Oklahoma, appreciating its proximity to extended family, which makes spending time together convenient and frequent.
Victoria has been married to her husband Derek for many years. They are parents to their son Connor and twin daughters Valorie and Vanessa. When not managing her busy family life, Victoria enjoys reading, studying theology, cooking, and crocheting.