Martha Paterik, Senior Client Service Associate, is an expert on interfacing with our primary custodian, Charles Schwab, and is ready and available to answer incoming operational requests. In addition, Martha guides clients through the on-boarding process, initiates and monitors account transfers, and is a resource at tax time providing clients information and clarity on the documents needed for their tax preparers. Prior to joining the Keen Wealth team, Martha worked at Cetera Financial Group, a broker-dealer, in the operations department.
Martha achieved her bachelor’s degree in Church Administration from Faith Bible College. In her free time, Martha enjoys spending time with her family and her two dogs. Martha also enjoys reading a good book and experimenting with different recipes in the kitchen.