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Rehmann announces promotion of Kim Martin to principal

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January 02, 2019
 

Rehmann has promoted Kim Martin, ChFC®, CLU®, MSFS to principal in the firm’s Stuart, Florida office. She provides comprehensive wealth management advice to high net worth individuals, families and small company business executives

Martin joined Rehmann in 2015 in connection with the firm’s business combination with Roegiers Goldin Chappel Nall & Associates, where she served as president of the firm’s wealth management division. Her financial services career began in 1988 and she has extensive experience with insurance planning for estates and business owners, individual high net worth portfolio management, corporate retirement plan consulting and education funding strategies.

Martin holds a Master of Science in Financial Services from The American College in Pennsylvania, where she earned the Chartered Financial Consultant (ChFC®) designation and the Chartered Life Underwriter (CLU®) designation. She is a member of the Professional Achievement in Continuing Education (PACE) program at The American College, Martin County Estate Planning Council and Martin County’s Student Advisory Council.

Additionally, she holds the Series 7 and 66 security registrations and maintains life insurance, disability insurance, long-term care insurance and annuity licenses.

About Rehmann

 

Rehmann is a fully integrated financial services firm of CPAs & consultants, wealth advisors and corporate investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. Additionally, through a unique combination with Trivalent Group®, a top 100 managed IT service provider, we have expanded our technology capabilities and launched a managed IT solutions practice. Rehmann has nearly 900 associates in Michigan, Ohio and Florida. Rehmann is an independent member of Nexia International, offering clients a global approach. Find us online at rehmann.com.

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1650 S Kanner Highway
Stuart, FL 34994

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