Martha spent over 40 years in the Retail and Small Business Banking industry. Martha joined Synergy Wealth Management in 2013 and quickly became the official client greeter. She handles the initial client engagement and takes care of our client’s every need. She has a passion for helping people realize their dreams both personally and professionally. Martha is a native of Charlotte, NC and the proud mother of a daughter who resides in Lexington, Kentucky with her husband and three wonderful children.
Community involvements included Lake Norman Kiwanis (Kiwanian of the Year), Lake Norman Chamber of Commerce, Lake Norman Diversity Group, and the United Way Campaign.