My primary role is to lead the ‘VerWys/Martin team’ as we help business owners navigate their financial lives - a journey I understand intimately as FFA's Founder. Having walked the path from a zero-revenue startup to an established business, I understand the unique challenges owners face when planning their financial futures, navigating family challenges, paying too much in taxes, and eventually exiting the business on terms you can be happy with. That's also why I became a Certified Exit Planning Advisor (CEPA), and member/Board Member of a Young President’s Organization (YPO) chapter.

We serve our clients through four core areas:

• Wealth Management - i.e. Investing.

• ‘Financial Planning’ which is really a catch all phrase that for us means these: 1) proactive Tax Planning, 2) Exit from the Business planning, and 3) Retirement Planning (if the R word is important to you) - making sure you won’t outlive your nest egg and how to spend down in the most tax efficient way or pass wealth along to future generations strategically. There’s a lot of other work that wraps into these, including optimizing charitable gifting strategy, paying for college, and optimizing a financial strategy through the lens of your genetic pre-dispositions and family health history.

• Life By Design planning - using money as a positive tool to live your best life and avoid the old “money can’t buy happiness’ trap

• Family Office ‘lite’ services - things like navigating multi generational relationships, making sure the tax bills get paid, and working collaboratively with your other trusted Advisors to make your life easier including CPA, Attorneys, Insurance, etc.

What sets us apart is our unwavering commitment to the fiduciary standard. We operate exclusively as advisors—no brokerage affiliations, no product sales, no commissions. This independence ensures every recommendation serves our clients' best interests, not our bottom line.

FFA was built on a simple principle: the client's best interest comes first. Always. Our approach is anti-commission, fee-only, cost-conscious, and completely transparent. We believe in data-driven decisions because, as our firm credo states: "In God we trust, everyone else must bring data"—or simply put, "Math wins."

This philosophy, combined with our deep understanding of the entrepreneurial journey, allows us to provide the objective, evidence-based guidance that business owners need to build, protect, and ultimately transition their wealth successfully.