Brian Martin
With over two years in the financial services industry, my journey was inspired by personal experiences from my previous career in law enforcement. Working at both the Carmel Police Department and the Warsaw Police Department, I was deeply impacted by the unique financial challenges faced by first responders.
My path to financial services was sparked by a wake-up call. While working as an officer, I took the advice of my fellow officers and started investing $1,500 a month into my 457 plan, which got me an extra $750 every month. However, I was working every off-duty job I could find just to keep up with bills, all while managing PTSD and depression. I missed precious time with my family, always out working. The turning point came when I needed cash for an emergency. I had to withdraw $30,000 from my 457 just to get the $20,000 I needed after taxes and penalties. That experience taught me the hard way that maxing out retirement accounts isn't enough; a balanced plan with accessible savings and the education to make informed decisions is also necessary.
I transitioned into financial services to share these lessons and help others avoid the mistakes I made. I understand the financial challenges first responders face, and my goal is to help them set up solid plans that are built to help handle life's curveballs. With a Bachelor of Arts in Criminal Justice from Indiana University of South Bend and licenses in Life, Disability, Health, and Long Term Care, I'm well-equipped to provide the guidance needed. What I enjoy most about my job is the opportunity to make a real difference in the lives of our clients. Whether discussing finances, first responder experiences, or simply sharing a conversation, I'm always open and eager to connect.
Originally from Mishawaka, IN, I now reside in Noblesville, IN, with my wife, Amanda, and our children, Lucy and August. Outside of work, I'm involved with a first responder retreat in California called Runestone Ranch, which, along with similar programs, helped me navigate my PTSD from law enforcement. I'm also on the board of a nonprofit called March on Mission, which uses neurofeedback to help first responders overcome trauma. In our free time, we enjoy camping, visiting different beaches, and spending time together.