Kathy Martinez is a Senior Wealth Advisor Assistant at Portage Wealth, where she focuses on delivering seamless client experiences through every stage of onboarding and account management, and trading support. She oversees new client onboarding and account transfers, monitors daily operations including trade execution, and partners closely with advisors to ensure every request is handled with precision and care. With over 15 years of industry experience, Kathy is highly skilled at resolving client requests quickly and efficiently, giving families the confidence that their needs are always a priority.
Kathy’s approach is rooted in respect, efficiency, and genuine care. She believes every client’s trust is sacred and works tirelessly to honor that responsibility. One of her most meaningful experiences was helping a client with a terminal illness transfer her life’s assets to her son - A task Kathy completed with urgency and compassion, ensuring her client’s wishes were fulfilled with dignity.
Known for her persistence and reliability, Kathy is guided by the principle of serving others the way she would want to be served. She also believes in the importance of acting now, helping clients take steps today to gain peace of mind about tomorrow.
Outside of work, Kathy enjoys spending time with family and friends over backyard barbecues, camping and fishing trips with her husband, and unwinding at the beach. She also loves hands-on projects, from assembling furniture to tackling mechanical tasks with a blend of precision and creativity that mirrors her professional approach.