Mark is the President of Martel Wealth Advisors, Inc., advising his clients since 1982. He earned a bachelor's degree in Business Administration, Finance Option with a minor in Economics from Washington State University. He is a member of the Financial Planning association and has served as a board member for the Oregon and SW Washington chapter. A Clark County resident for over 45 years, he is active in the community, including serving as past Chairman of Clark County YMCA, a long time member of the Rotary Club of Vancouver - Sunrise, and a member of the Vancouver Chamber of Commerce, Mark and his wife, Karen, have two children.
401(k) Retirement Plans and Client Services
Michele Madasz is a Licensed Sales Assistant to Mark Martel. She earned her bachelor’s degree at Franciscan University of Steubenville, Ohio majoring in political science. Michele lived and worked in Washington, DC for many years before moving to the Pacific Northwest in 2005. Before joining Martel Wealth Advisors in 2011, she worked at UBS Financial Services and the Community Foundation for Southwest Washington. Michele holds Series 7 and 66 securities registrations.
Director of Portfolio Services
Blake Merritt is Director of Portfolio Services. He earned his bachelor’s degree at Point Loma Nazarene University, majoring in Business Administration and Finance. Blake started in the advisory business in 2004 then joined Martel Wealth Advisors in 2010. His roles have continued to focus on portfolio administration and providing excellent service to clients. Alumni of Leadership Clark County, Class of 2015, he has continued to develop relationships in the Vancouver community. He also enjoys exploring the latest venues in downtown and uptown Vancouver.
Victoria Zorzoli received her Bachelor’s Degree from the University of La Verne in California and her Master’s in Business Administration at the University of Portland. She works in Portfolio Services focusing on administrative services and has been with Martel Wealth Advisors since 2016. Victoria is a long-term resident of Portland, enjoys playing piano in her spare time and performed with the University of La Verne Orchestra from 2010-2014. She is also bilingual and is happy to help any Spanish-speaking clients.
Financial Paraplanner Qualified Professional
Johanna Blackwell has worked in the financial services industry for over 10 years and has earned the Financial Paraplanner Qualified Professional™ designation through the College of Financial Planning. Johanna has strong ties to the financial planning community and continually keeps her knowledge up to date via her involvement with the Financial Planning Association (FPA) as an executive board member for our local chapter. In the past she has demonstrated her passion for leadership by serving as a board member of the Salem Young Professionals as well as with the woman’s ministry at her church. Though Johanna grew up the daughter of a military officer in Northern Virginia, she, her husband, and son have called the northwest home for over the past decade.
Grant Caudle is an Investment and Retirement Planning Specialist with Martel Wealth Advisors. He earned a bachelor’s degree from the University of Portland, majoring in Business Administration and Latin American Literature with a minor in Marketing. Grant has been consulting and advising his clients in the financial industry for over fifteen years with a focus on corporate retirement and retirement planning. During that time, he sat on the retirement administration and education development committees for The Hartford and Nationwide Financial. A Clark County resident and native to the Pacific NW, he enjoys community development and spending time with his family outdoors. Married for twenty years, Grant and his wife, Erika, have two children.