MARTIN FINANCIAL - Key Persons
Job Titles:
- Client Services Specialist
Alisa Hutchins serves as Client Services Specialist meeting the needs of the clients of Financial Advisor Jay Oliver. Alisa facilitates and schedules meetings, client reviews, account reporting and client service requests.
Alisa sees her primary role as one of a relationship facilitator working to make the financial advisor/client relationship a more personal one. She strives to insure that the experience is a positive one built on trust and open communication. Our goal is to build long-term trusted relationships.
Alisa holds her Series 7 and 63 securities registrations and her Group 1 insurance license. She began her financial services career in 2003 after many years as a stay at home Mom. Alisa continues her financial education by attending many industry schools and conferences including the Morningstar Investment Conference, Ed Slotts IRA school and the Harry Dent Demographic School. She is a registered representative.
Chase was raised in Dallas, Texas. He attended school at Texas Tech University where he graduated with a Bachelor in Personal Financial Planning along with his certificate in financial planning. Chase spends his free time enjoying outdoor activities and watching college football. Chase is an active member in the Grapevine Chamber of Commerce, Texas Tech Alumni Association and The Kappa Sigma Alumni Association along with many other local charities. Chase joined the Martin Financial Group in order to provide a team oriented approach to helping his clients reach various personal and financial goals. He has been in the industry since 2004, and he currently holds the Series 7 and 66 securities registrations as well as the Texas Insurance Commission Group I license.
Chase is a registered representative and Investment advisor representative
Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in meeting their long-term financial goals. By building long-term trusted relationships with his clients, Jay is able to guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that strives to provide for the financial security and unique goals of each client. My commitment to my clients is to be completely devoted to your financial success and to care more about you and your future than anyone else outside of your family.
Jay works with clients in all stages of life with specialties in IRA and retirement income strategies. The challenges of implementing a long-term retirement strategy that aims to provide a life time inflation adjusted income requires a unique understanding of the investment markets, IRA rules, tax considerations and the unique circumstances associated with living through an extended retirement that could last twenty or thirty years.
Jay began his financial services career in 1990 after a successful career in business management. A graduate of Arkansas Tech University with a double major of Economics & Finance and Business Administration, Jay has completed professional programs, advanced courses, and rigorous examinations to receive his credentials for Chartered Mutual Fund Counselor from the Institute of Wealth Management in Denver, Colorado. He also received his fellowship from the National Association of Life Underwriters in Bethesda, Maryland, as well as his certification in Long-Term Care by The Corporation for Long-Term Care Certification in Newton, Massachusetts. Jay holds his Series 7, 63 and 65 securities registrations and his Group 1 insurance license. He is a registered representative and investment advisor representative.
Jay stays current with the latest financial strategies by continuing his education at industry schools and conferences including the Morningstar Investment Conference, Ed Slotts IRA School, Harry Dents Demographic School and the Securian Zenith School. Jay is a member and past president of the Tyler Association of Insurance and Financial Advisors. He is a sought after speaker and teacher and has been featured on the CBS 19 Morning Show and has been frequent guest on Prime Time at 5. Jay has also taught courses focused on financial strategies at numerous area community colleges. He provides ongoing opportunities to learn about financial strategies through a financial newsletter.
Dax has a strong desire to help individuals, families & businesses work towards achieving their financial goals. Dax joined Martin Financial Group in 2004 because of the firm's ability to provide him with outstanding resources and support, as well as an enjoyable work atmosphere.
Dax grew up in North Texas and then attended Murray State University on a golf scholarship. After receiving his Bachelor's degree at Murray State, he continued his education by obtaining his Doctorate in Jurisprudence at the Texas Tech University School of Law. Upon his graduation from law school, and successfully passing the Texas Bar Exam, Dax accepted a position as a criminal prosecutor at the Dallas County District Attorney's office. It was his time in the District Attorney's office elite Specialized Crime Division prosecuting white collar cases, and prosecuting securities fraud cases specifically, that led Dax to change his career path and enter the financial services industry.
Dax has Series 7, 24 & 66 registrations as well as his Texas Life, Accident & Health license. Separate from his work at Martin Financial Group, Dax is also licensed to practice law in the State of Texas.
Kim McClure has always dreamed of helping people have successful and fulfilling lives. As a former full-time teacher and coach, she helped her students prepare themselves academically and physically to meet the many daily challenges and interesting opportunities placed before them. As a member of the Adams Financial Group team since 1999, the dream of helping people achieve success has only continued to grow. Her desire to help clients make informed financial decisions for themselves and for their families so that they can face their futures with the same security and confidence she worked to instill in her students. Through sound recommendations, Kim helps her clients make decisions affecting their life insurance policies, their investments, and their futures. Kim has a love for people, and works diligently to establish a relationship with her clients that will help lead to positive, long-term benefits for them. Kim is a current member and past President of the Greater East Texas Association of Insurance and Financial Advisors and a member of the East Texas Estate Planning Council and The Financial Planning Association. These organizations provide her access to a large network of financial advisors and specialists from whom she can learn and to whom she can contribute. She is also a member of The Women's Fund of Tyler. Kim is a graduate of Oklahoma Baptist University, where she received a Bachelor of Science degree in Education. In addition, Kim received her Master of Science in Personal Financial Planning and completed the Certified Financial Planning Professional Educational Program at The College for Financial Planning. She is a Registered Representative and Investment Advisor Representative. Kim holds her Series 7, 63, and 65 securities registrations and a General Lines Insurance license. Kim, her husband Mike, and their children, Bethany, Kaleigh, and Caleb are active members of Green Acres Baptist Church in Tyler, Texas. They make their home in Troup, Texas.
Job Titles:
- Financial Advisor
- Registered Representative and Investment Advisor Representative
Michael began his Financial Services career right out of college, working for a small insurance and estate planning firm, where he worked for several years. Prior to joining Martin Financial Group, he spent 12 years as an annuity wholesaler/Regional Vice President for several major insurance companies, helping advisors utilize different products with their clients to help them accomplish their financial goals.
His experience working with other advisors for so many years has put Michael in a unique position to assist clients in fulfilling their financial and lifetime goals by providing guidance through the different stages of life. Michael's focus is on helping families and small businesses make informed financial decisions for their immediate and long-term needs and goals.
At the University of Wisconsin, Michael achieved a degree in Consumer Science and Personal Finance while competing as a member of the Varsity Men's Crew Team and winning three Ten-Eyck National Championships, as well as volunteering as a peer financial counselor on campus.
Michael has lived in the DFW area since 2011 and currently resides in Frisco with his wife, Marija, and two daughters, Sloane and Reagan. He is an active coach and competitor in Brazilian Jiu Jitsu and coaches his daughters' various sports teams.
Michael Anderson is a Registered Representative and Investment Advisor Representative
Roger Glass has worked in the financial services industry since 1971. Before joining Martin Financial Group in 1994, he was a nationwide Advanced Marketing Consultant for the American General Companies of Houston, Texas. Prior to his stint with American General, he was head of the Pension and Estate Planning Departments for a Dallas/Fort Worth based insurance company. His decision to join Martin Financial Group was based on his desire to return to private practice so that he could help people and businesses reach their financial goals through a hands-on approach. Roger's specialization is in Retirement Strategies, working with people nearing or in retirement, however his practice involves many other financial disciplines including: small business retirement planning and insurance strategies, fee-based individual financial plans, life insurance, disability insurance, investments, long term care insurance, education funding, and much more.
On a personal note he is married and has two children. He is an active member of his church working with the Mission Team and Finance Team. He enjoys fishing, golf and travelling. He and his wife also participate in volunteer work. Our lives are enriched through the enrichment of others. I would welcome the opportunity to see how I might help you achieve your goals.
Job Titles:
- Financial Advisor - Director of Recruiting & Marketing
He graduated from the University of North Texas's Mayborn School of Journalism with a Bachelor of Arts Degree in Strategic Communications with an emphasis in Advertising, while double minoring in Marketing and Communications. Zak joined Martin Financial Group in 2011 as the Director of Recruiting & Marketing where he has helped grow the company and provide marketing support for our team of advisors. He continues this work today on top of helping his clients with their financial needs.