We’re thrilled to welcome David Martin as the Director of our new Private Client Group! With over 40 years of experience in wealth management, strategic trust administration, and estate planning, David brings unparalleled expertise to our team.
His passion lies in helping high-net-worth individuals and families navigate the complexities of estate and tax planning, including the upcoming federal estate tax exemption changes in 2025.
Click here to learn more about David’s impressive background and how he’s ready to make an impact.
