Steven Martin

Steven Martin, CFP, has extensive experience in financial advisory roles, currently serving as a Financial Advisor at Forum Financial Management, LP since September 2019, where the focus is on wealth building, management, and preservation for investors. Previously, Steven held key positions including Director and Senior Managing Advisor at BKD Wealth Advisors from November 2014 to June 2019, and Vice President at Wolf Financial Management LLC from November 2010 to November 2014. Early career highlights include serving as President/Owner at Marathon Financial Advisors, Ltd in 2009 and holding Vice President roles at Beacon Financial Planning Services, Ltd from 2003 to 2009 and Rogers Benefit Group from 1991 to 2003. Steven Martin holds a Bachelor of Science in Marketing from Gies College of Business - University of Illinois Urbana-Champaign and is a Certified Financial Planner, earning the designation from the College for Financial Planning.