Martel Wealth Advisors, LLC

Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.

Andrew Strong is a financial advisor with Martel Wealth Advisors, LLC in Vancouver, WA. He holds Series 63 and Series 65 licenses and has been with Martel Wealth Advisors since 2026. Prior to joining the firm, he worked at CorrelationOne, Inc. for seven years and briefly at Drug Hunter, Inc. Andrew has no prior industry experience before joining Martel. Martel Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and manages over $1.45 billion in client assets, providing both advisory and discretionary fiduciary services for retirement plans.

Devin Jackson is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Martel Wealth Advisors in 2026, he worked at Columbia Bank and previously held roles at Pacific Premier Bank and Grandpoint Bank. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to clients’ risk tolerance and goals, managing over $1.45 billion in assets with both advisory and discretionary fiduciary services.

Ann Moore is a CFA® charterholder with seven years of industry experience. She currently serves as an advisor at Martel Wealth Advisors, LLC, where she has worked since 2021. Prior to joining Martel, she held roles at Amazon Web Services and J.P. Morgan in various capacities from 2016 to 2021. Martel Wealth Advisors works with individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to client goals and risk tolerance, managing over $1.45 billion in assets and offering both advisory and discretionary fiduciary services for retirement plans.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Jason Martel is a CFP® professional with nine years of industry experience. He is currently with Martel Wealth Advisors, LLC, where he has worked since 2015, following two years at KMS Financial Services, Inc. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm manages portfolios through strategic asset allocation using mutual funds and ETFs, tailoring investments to clients’ objectives and risk tolerance, and oversees approximately $1.25 billion in assets with a significant presence among high-net-worth and institutional clients.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.