Erica Martin 1
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Notable

  • 3 Years of Financial Services Experience

Contact

  • (678) 797-3739

  • Email Erica

Erica Martin
Onboarding Specialist

Erica Martin is the Onboarding Specialist for Henssler Financial.  Her primary responsibly is handling new clients from the start of their relationship with our firm until their accounts are open and funding is in progress.  She then transitions the client to the Financial Planner who works with the client’s primary Associate.  Additionally, Ms. Martin, assists the Operations department with many of our new client initiatives.  She also continues to support our Associates and their teams in the servicing our existing clients as needed.

Ms. Martin joined the firm in January 2016 as a Client Service Associate supporting the firm’s Financial Planners and Associates.  She then transitioned into the Financial Planner role where she assisted in the running of client cash flow projections, processing client information and client services support duties. Her experience with our firm created a great foundation and was a key factor into her transition to the Onboarding Specialist position.

Prior to joining the firm, Ms. Martin spent nearly seven years in the restaurant service industry, advancing to General Manager. Her responsibilities included coordinating inventory control initiatives, handling bookkeeping and account reconciliation, and enhancing customer loyalty by ensuring exceptional service.

Ms. Martin earned a Bachelor of Arts in French Studies from Kennesaw State University and is fluent in French.

Erica Martin 1

Erica Martin
Onboarding Specialist

  • Download Bio

Erica Martin is the Onboarding Specialist for Henssler Financial.  Her primary responsibly is handling new clients from the start of their relationship with our firm until their accounts are open and funding is in progress.  She then transitions the client to the Financial Planner who works with the client’s primary Associate.  Additionally, Ms. Martin, assists the Operations department with many of our new client initiatives.  She also continues to support our Associates and their teams in the servicing our existing clients as needed.

Ms. Martin joined the firm in January 2016 as a Client Service Associate supporting the firm’s Financial Planners and Associates.  She then transitioned into the Financial Planner role where she assisted in the running of client cash flow projections, processing client information and client services support duties. Her experience with our firm created a great foundation and was a key factor into her transition to the Onboarding Specialist position.

Prior to joining the firm, Ms. Martin spent nearly seven years in the restaurant service industry, advancing to General Manager. Her responsibilities included coordinating inventory control initiatives, handling bookkeeping and account reconciliation, and enhancing customer loyalty by ensuring exceptional service.

Ms. Martin earned a Bachelor of Arts in French Studies from Kennesaw State University and is fluent in French.

Notable

  • 3 Years of Financial Services Experience

Contact

  • (678) 797-3739

  • Email Erica

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