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Meet The Team

Your All-In-One Financial Team

Your All-In-One Financial Team

Behind every good plan is a steady hand and at Martin & Company, you’ll find a team of CPAs, CFP® professionals, Enrolled Agents, and experienced advisors dedicated to guiding you. With decades of combined expertise and a commitment to caring long-term relationships, we’re here to support you through every stage of life.

Tax Team

Brian Martin

Brian Martin, EA

CEO, Tax and Financial Advisor

Oliver Bagheri Nowroozani

Oliver Bagheri Nowroozani

Associate Tax Advisor

Krista Nasr

Krista Nasr

Director of Office Administration

Financial Planning Team

Stephen Johns

Stephen Johns

Financial Advisor

Bret Schultz

Bret Schultz, CFP®

Financial Advisor

Ida Jardines

Ida Jardines

Registered Representative

Emily Primo

Emily Primo

Client Service Coordinator

Behind Every Plan Is a Team That Does It All

Behind Every Plan Is a Team That Does It All

About Us

Decades of experience and a trusted team to bring clarity, care, and connection to your full financial life.

Learn Our Story

Our Process

A clear, step-by-step approach designed to connect every piece of your financial picture.

Explore How We Work

Who We Serve

Support for families, retirees, and business owners in Santa Clarita and beyond.

See How We Help