Sheri Martin
Senior Vice President/Investments
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About Me
Born and raised in Phoenix, Arizona, Sheri graduated from Arizona State University with a B.S. in Home Economics. She became a financial advisor in 1983 and has been committed to helping clients make educated financial decisions ever since. She focuses on delivering professional investment planning strategies and building personalized relationships with her clients, all while helping them identify and articulate their unique goals for themselves, their businesses, and their families.
In addition, Sheri offers her clients estate and retirement planning services, leveraging the vast resources of Stifel, and sophisticated tax-efficient investment and debt strategies to help them pursue their objectives. Retirement income strategies and generational wealth are key components of the Martin Wealth Management Group. Sheri holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, Sheri enjoys leading an active lifestyle, spending time with her family, bird watching with her husband, Turner, and playing duplicate bridge whenever possible. She is also passionate about causes that support women and children.
Stifel does not provide legal or tax advice. You should consult with you legal and tax advisors regarding your particular situation.
Sheri Martin
Senior Vice President/Investments
6028525243
Born and raised in Phoenix, Arizona, Sheri graduated from Arizona State University with a B.S. in Home Economics. She became a financial advisor in 1983 and has been committed to helping clients make educated financial decisions ever since. She focuses on delivering professional investment planning strategies and building personalized relationships with her clients, all while helping them identify and articulate their unique goals for themselves, their businesses, and their families.
In addition, Sheri offers her clients estate and retirement planning services, leveraging the vast resources of Stifel, and sophisticated tax-efficient investment and debt strategies to help them pursue their objectives. Retirement income strategies and generational wealth are key components of the Martin Wealth Management Group. Sheri holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, Sheri enjoys leading an active lifestyle, spending time with her family, bird watching with her husband, Turner, and playing duplicate bridge whenever possible. She is also passionate about causes that support women and children.
Stifel does not provide legal or tax advice. You should consult with you legal and tax advisors regarding your particular situation.
Beaux Johnston
Financial Advisor Associate
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About Me
Born and raised in Phoenix, Arizona, Beaux earned a B.S. in Finance from Arizona State University – W.P. Carey School of Business. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Since 2021, Beaux has been working closely with Sheri to address clients’ financial needs and goals. He has knowledge in providing tailored investment strategies and utilizing Stifel’s financial planning process to help pursue client objectives. Beaux’s responsibilities include staying up to date on market trends, speaking with clients to build trust, and helping Sheri with research and investments.
Outside the office, Beaux is an avid golfer and bridge player.
Beaux Johnston
Financial Advisor Associate
6027944023
Born and raised in Phoenix, Arizona, Beaux earned a B.S. in Finance from Arizona State University – W.P. Carey School of Business. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Since 2021, Beaux has been working closely with Sheri to address clients’ financial needs and goals. He has knowledge in providing tailored investment strategies and utilizing Stifel’s financial planning process to help pursue client objectives. Beaux’s responsibilities include staying up to date on market trends, speaking with clients to build trust, and helping Sheri with research and investments.
Outside the office, Beaux is an avid golfer and bridge player.
Kerstin Brown
Client Relationship Manager
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About Me
Kerstin was raised in Springfield, Illinois, prior to relocating to Phoenix in the 1990s. She is the Client Relationship Manager for the team and brings nearly 25 years of financial services experience to the Martin Wealth Management Group. For the past 24 years, she has worked together with Sheri Martin and leverages her diverse background to help implement and coordinate key opportunities for clients that drive a cohesive financial strategy, including financial goal analysis, insurance, annuities, and other service matters.
Kerstin holds Series 7 and 63 securities licenses and focuses on providing outstanding professional support in all facets of the team’s operations.
Outside the office, Kerstin enjoys traveling, photography, genealogy, and expanding on her vast cooking skills, in addition to spending time with her family and friends.
Kerstin Brown
Client Relationship Manager
6028525231
Kerstin was raised in Springfield, Illinois, prior to relocating to Phoenix in the 1990s. She is the Client Relationship Manager for the team and brings nearly 25 years of financial services experience to the Martin Wealth Management Group. For the past 24 years, she has worked together with Sheri Martin and leverages her diverse background to help implement and coordinate key opportunities for clients that drive a cohesive financial strategy, including financial goal analysis, insurance, annuities, and other service matters.
Kerstin holds Series 7 and 63 securities licenses and focuses on providing outstanding professional support in all facets of the team’s operations.
Outside the office, Kerstin enjoys traveling, photography, genealogy, and expanding on her vast cooking skills, in addition to spending time with her family and friends.
About Me
Kori was born and raised in Phoenix, Arizona, and earned a B.S. in Communication from Arizona State University. Prior to joining the Martin Wealth Management Group as a Client Service Associate, she has previous experience working as a Branch Service Associate.
Kori is responsible for building strong rapport with clients, addressing client service needs and accounting matters, all while building trusted, lasting relationships.
Outside the office, Kori enjoys spending time in her garden and baking.
Kori Johnston
Client Service Associate
6028525257
Kori was born and raised in Phoenix, Arizona, and earned a B.S. in Communication from Arizona State University. Prior to joining the Martin Wealth Management Group as a Client Service Associate, she has previous experience working as a Branch Service Associate.
Kori is responsible for building strong rapport with clients, addressing client service needs and accounting matters, all while building trusted, lasting relationships.
Outside the office, Kori enjoys spending time in her garden and baking.
