Martha has worked with The Planners for 22 years as an Executive Assistant to David McNamara. She has a background in banking, insurance and executive administrative support.
Martha mainly works preparing client appointments, quarterly mailings to clients, day-to-day operations of the business, and extensive customer service for our clients.
Martha currently lives in Urbandale, Iowa. She spends most of her free time with her family, which includes two wonderful granddaughters!