Kristin began her career in the financial services industry in 2021 while completing her Bachelor’s degree in Finance with a concentration in Financial Planning from Southern New Hampshire University, graduating with a perfect 4.0 GPA. Her academic success reflects the same discipline, dedication, and attention to detail that she brings to her work every day.
Kristin brings strong experience in customer service and client relations, along with a reputation for reliability, professionalism, and a genuine commitment to helping others. She takes pride in supporting clients as they work toward their financial goals and strives to ensure each interaction is thoughtful, responsive, and focused on delivering a positive experience. Her passion for continued learning and personal growth continues to strengthen her role within the financial services profession.
A lifelong Northeast Ohioan, Kristin grew up in Geneva, Ohio, and appreciates the strong sense of community the region provides. Outside of the office, she enjoys spending time with her son, Jaxson. Together they enjoy fostering animals through their local animal shelter and exploring new places throughout the area. Kristin looks forward to supporting the team and helping ensure that every client continues to receive the high level of service and care they have come to expect.
Kristin Martin is an assistant to David Grano who offers securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.