Our Team of Professionals
At Martin & Company, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Brian Martin
Enrolled Agent
661-295-5000
Brian has been with the firm since 2005. In his time here he has developed a niche for helping our clients manage their businesses more efficiently. Brian assists them with their accounting and tax issues as well helping to navigate...
Stephen Johns
Financial Advisor
661-295-5000
Stephen joined the team in 2011 to assist the clients of Martin & Company with their financial planning and portfolio management needs. He graduated with a degree in finance from the Master’s College here in Santa Clarita and...
Carol Ann Casebolt, CFP®
Financial Advisor
661-295-5000
Jason Stauffer, CPA
Tax Advisor
661-295-5000
Jason O. Stauffer, CPA, is a tax manager with over 15 years of experience providing tax compliance, consulting and planning services. He works with clients in a variety of industries including real estate, construction, manufacturing...
Suzanne Leonard, EA
Associate Tax Advisor
661-295-5000
Suzanne is an Enrolled Agent and part of our tax and accounting department. She works directly with our clients to service their monthly and yearly accounting and tax needs. She...
Krista Nasr
Director of Office Administration
661-295-5000
Krista is a ten year resident of Santa Clarita and has been with Martin & Company since 2008. Her goal is to make our client’s experience memorable. She takes pride in remembering you by first name and making sure your concerns are...
Bradley Triana
Associate Tax Advisor
Bret Schultz, CFP®
Associate Financial Advisor
661-295-5000
Bret Schultz joined the Martin & Company team as an Associate Financial Advisor in 2020. He graduated from the University of California at Santa Barbara with a Bachelor’s in Economics and, prior to joining the firm, spent 5 years...