Martha Shultz began her career with our firm in 2012, initially joining as an intern before advancing into administrative and executive support roles over the years. She obtained her FINRA Series 7 Securities Registration in 2019 and now works remotely as a Registered Assistant, providing essential internal support to our advisors and ensuring client transactions and account servicing requests are handled accurately and efficiently. With more than a decade of experience, Martha is a dedicated, client‑focused member of our team who plays an integral role in keeping daily operations running smoothly.
Martha lives in Sioux Falls, South Dakota, with her husband, Matt, their daughter, Lilah, and their two dogs.