Meet The 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, EA
CEO, Tax and Financial Advisor
Suzanne Leonard, EA
Tax Advisor
Jason Stauffer, CPA
Tax Advisor
Oliver Bagheri Nowroozani
Associate Tax Advisor
Krista Nasr
Director of Office Administration
Financial Planning Team
Stephen Johns
Financial Advisor
Bret Schultz, CFP®
Financial Advisor
Ida Jardines
Registered Representative
Emily Primo
Client Service Coordinator
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.
Our Process
A clear, step-by-step approach designed to connect every piece of your financial picture.
Who We Serve
Support for families, retirees, and business owners in Santa Clarita and beyond.