Broker Check

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

661-295-9070

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...

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Stephen Johns

Financial Advisor

661-295-9070

661-295-5000

stephen@martinadvisors.com

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...

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Carol Ann Casebolt

CFP®

661-295-9070

661-295-5000

carolann@martinadvisors.com

Carol Ann recently joined Martin & Company. She began her career in 2010 as an Investment Consultant after graduating from Chapman University with a degree in business administration. She has been working with clients in financial...

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Jason Stauffer, CPA

Tax Advisor

661-295-9070

661-295-5000

jason@martinadvisors.com

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...

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Suzanne Leonard, EA

Associate Tax Advisor

661-295-9070

661-295-5000

suzanne@martinadvisors.com

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...

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Krista Nasr

Director of Office Administration

661-295-9070

661-295-5000

krista@martinadvisors.com

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...

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Emily Primo

Client Service Coordinator

661-295-9070

661-295-5000

emily@martinadvisors.com

Bret Schultz, CFP®

Associate Financial Advisor

661-295-9070

661-295-5000

bret@martinadvisors.com

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...

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