Contact

Martin Financial Services, Inc.
600 Highway 169 South
Suite 1575
Minneapolis, MN 55426
Main:(952) 544-5150
Fax: (952) 541-3619
martin@martin-financial.com

 

Meet our leadership team

Rollie Martin CLU, ChFC, Chairman / CEO
rmartin@jhnetwork.com

Rollie has been in the insurance, employee benefits and investment business since 1968. He holds the Chartered Financial Consultant (ChFC)  and Chartered Life Underwriter (CLU) designations, and is a licensed General Securities Principal with Signator Investors, Inc.. Rollie is the Owner of Martin Advisory Services, a Registered Investment Advisor (RIA). He dedicates over 80 percent of his time to sales, marketing, and client service, along with extensive business, financial, and estate planning.  Rollie specializes in executive compensation, fee-based planning and creative employee benefits solutions for business clients.

Lisa Martin-Klein
President
(952) 253-6206
lisam@martin-financial.com

Lisa has been with the Martin companies since 1995, working in virtually every area of the company. She most recently moved into the position of President from VP of Sales. Lisa continues to spend the majority of her time working with the sales staff developing business for the firm and recruiting talented people. She also spends her time researching and developing strategies to take our company to the next level and has continued to escalate her involvement on our Advisory Board.

Dave Truax
Vice President, Operations
(952) 253-6211
davet@martin-financial.com

Dave has been affiliated with Martin Financial Services, Inc. since 1994. He holds a BS-BA degree and is licensed in Life/Health and Property & Casualty. David is responsible for the financial reporting of the Martin Companies, maintaining statistical records and managing the office administrative functions. He also works closely with sales in business development and directly oversees the staff in the Administrative Services and Property & Casualty areas.

Mary Hamdorf
Vice President, Employee Benefits
(952) 253-6213
maryh@martin-financial.com

Mary has been with the Martin companies since 1992 and is responsible for the management of the Employee Benefits Department including group benefits, retirement plans, retirement plans administration, COBRA administration, and flexible benefit plan administration. She also works with sales, assisting in new business implementation and benefit plan consultation.